LifeGoal Wealth Advisors Has $9.96 Million Position in iShares U.S. Equity Factor ETF $LRGF

LifeGoal Wealth Advisors increased its holdings in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 34.1% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 155,356 shares of the company’s stock after buying an additional 39,542 shares during the period. iShares U.S. Equity Factor ETF comprises approximately 9.5% of LifeGoal Wealth Advisors’ investment portfolio, making the stock its 2nd biggest holding. LifeGoal Wealth Advisors owned about 0.38% of iShares U.S. Equity Factor ETF worth $9,963,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of LRGF. JGP Wealth Management LLC raised its stake in iShares U.S. Equity Factor ETF by 15.7% in the first quarter. JGP Wealth Management LLC now owns 5,435 shares of the company’s stock worth $315,000 after buying an additional 739 shares in the last quarter. Merit Financial Group LLC raised its stake in iShares U.S. Equity Factor ETF by 140.0% in the first quarter. Merit Financial Group LLC now owns 13,897 shares of the company’s stock worth $804,000 after buying an additional 8,106 shares in the last quarter. Planned Solutions Inc. raised its stake in iShares U.S. Equity Factor ETF by 9.1% in the first quarter. Planned Solutions Inc. now owns 18,952 shares of the company’s stock worth $1,097,000 after buying an additional 1,588 shares in the last quarter. Affinity Wealth Management LLC raised its stake in iShares U.S. Equity Factor ETF by 26.5% in the first quarter. Affinity Wealth Management LLC now owns 653,675 shares of the company’s stock worth $37,835,000 after buying an additional 136,793 shares in the last quarter. Finally, Cora Capital Advisors LLC raised its stake in iShares U.S. Equity Factor ETF by 4.2% in the first quarter. Cora Capital Advisors LLC now owns 482,805 shares of the company’s stock worth $27,945,000 after buying an additional 19,597 shares in the last quarter.

iShares U.S. Equity Factor ETF Trading Up 0.2%

NYSEARCA LRGF opened at $68.92 on Tuesday. The firm’s fifty day simple moving average is $66.91 and its two-hundred day simple moving average is $62.38. iShares U.S. Equity Factor ETF has a 12-month low of $49.97 and a 12-month high of $69.31. The firm has a market capitalization of $2.84 billion, a P/E ratio of 22.79 and a beta of 0.98.

iShares U.S. Equity Factor ETF Company Profile

The iShares U.S. Equity Factor ETF (LRGF) is an exchange-traded fund that is based on the STOXX U.S. Equity Factor index. The fund tracks an index of US large- and mid-cap equities. Stocks are selected and weighted to maximize exposure to five factors: momentum, quality, value, low volatility, and size.