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Wipfli Financial Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Wipfli Financial Advisors’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.25M Buy
34,460
+16,430
+91% +$659K 0.09% 94
2022
Q2 		$683K Sell
18,030
-1,027
-5% -$42.2K 0.07% 48
2022
Q1 		$848K Buy
+19,057
New +$837K 0.09% 45

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wipfli Financial Advisors's LRGF Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 91% in Q3 2022, buying an estimated $659K and bringing the position to 34,460 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #94.

Wipfli Financial Advisors first reported a position in LRGF in Q1 2022 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold LRGF as of Q3 2022.

  • Wipfli Financial Advisors held 34,460 shares of iShares US Equity Factor ETF worth $1.25M as of Q3 2022.
  • Wipfli Financial Advisors bought 16,430 iShares US Equity Factor ETF shares in Q3 2022, an estimated $659K.
  • iShares US Equity Factor ETF made up 0.09% of Wipfli Financial Advisors's portfolio in Q3 2022, its #94 holding.
  • Wipfli Financial Advisors first reported a position in iShares US Equity Factor ETF in Q1 2022 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.