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Woodmont Investment Counsel’s iShares US Equity Factor ETF LRGF Stock Holding History

Woodmont Investment Counsel’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
2024
Q2 		– Sell
-1,000
Closed -$53.8K – 313
2024
Q1 		$53.8K Buy
+1,000
New +$50.8K ﹤0.01% 299

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Woodmont Investment Counsel's LRGF Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares US Equity Factor ETF (LRGF) in Q2 2024, closing a stake of 1,000 shares — an estimated $53.8K sold.

Woodmont Investment Counsel first reported a position in LRGF in Q1 2024 and held it in 1 quarter. The position peaked at $53.8K in Q1 2024. 188 funds tracked by Wall St. Rank hold LRGF as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares US Equity Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,000 iShares US Equity Factor ETF shares in Q2 2024, an estimated $53.8K.
  • Woodmont Investment Counsel first reported a position in iShares US Equity Factor ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares US Equity Factor ETF position peaked at $53.8K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.