Number of Shares
369,031.00
Current Holdings Value*
$23.67 Mil
% of Portfolio
5.31%
Total Estimate Gain
$6.10 Mil
% of Total Estimate Gain
26.87%

Conrad Siegel Investment Advisors, Inc.'s iShares U.S. Equity Factor ETF Holding Summary

As of 2025-06-30, Conrad Siegel Investment Advisors, Inc. held 369,031.00 shares of iShares U.S. Equity Factor ETF(LRGF), totaling $23.67 Mil. This investment constitutes 5.31% of their stock portfolio, and Conrad Siegel Investment Advisors, Inc. now holds 0.91% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.

The initial trade took place in 2024Q1. And since then Conrad Siegel Investment Advisors, Inc. has made 3 purchases of LRGF, at an average price of $51.03, for a total of 445,198.00 shares. In addition, there have been 3 sales at an average price of $59.87 for 76,167.00 shares. Based on historical transaction data and LRGF's current price of $65.75, Conrad Siegel Investment Advisors, Inc.'s estimated gain on his LRGF holdings is $6.10 Mil, reflecting a 26.87% gain to date.

Conrad Siegel Investment Advisors, Inc. LRGF ($65.75) Holding Chart

Conrad Siegel Investment Advisors, Inc. LRGF ($65.75) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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