iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) Holdings Lifted by Forte Asset Management LLC

Forte Asset Management LLC grew its position in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) by 3.2% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 114,604 shares of the company’s stock after acquiring an additional 3,575 shares during the period. iShares U.S. Equity Factor ETF accounts for approximately 3.6% of Forte Asset Management LLC’s investment portfolio, making the stock its 9th biggest holding. Forte Asset Management LLC’s holdings in iShares U.S. Equity Factor ETF were worth $6,735,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. JFS Wealth Advisors LLC lifted its holdings in iShares U.S. Equity Factor ETF by 1.3% in the 3rd quarter. JFS Wealth Advisors LLC now owns 61,217 shares of the company’s stock worth $3,598,000 after purchasing an additional 780 shares during the last quarter. Diversify Advisory Services LLC increased its position in shares of iShares U.S. Equity Factor ETF by 7.6% during the third quarter. Diversify Advisory Services LLC now owns 47,216 shares of the company’s stock valued at $2,826,000 after purchasing an additional 3,328 shares during the period. Allworth Financial LP increased its position in shares of iShares U.S. Equity Factor ETF by 0.4% during the third quarter. Allworth Financial LP now owns 49,452 shares of the company’s stock valued at $2,906,000 after purchasing an additional 173 shares during the period. Pettinga Financial Advisors LLC grew its position in iShares U.S. Equity Factor ETF by 1.3% in the third quarter. Pettinga Financial Advisors LLC now owns 456,738 shares of the company’s stock valued at $26,842,000 after acquiring an additional 5,719 shares during the period. Finally, Sterling Investment Counsel LLC bought a new stake in iShares U.S. Equity Factor ETF in the third quarter valued at $256,000.

iShares U.S. Equity Factor ETF Stock Performance

Shares of NYSEARCA:LRGF opened at $58.44 on Friday. iShares U.S. Equity Factor ETF has a twelve month low of $41.81 and a twelve month high of $60.27. The business has a fifty day moving average of $58.30 and a 200-day moving average of $56.00. The firm has a market cap of $2.09 billion, a PE ratio of 21.21 and a beta of 1.02.

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.