Number of Shares
3.73 Mil
Current Holdings Value*
$215.67 Mil
% of Portfolio
12.63%
Total Estimate Gain
$93.60 Mil
% of Total Estimate Gain
41.67%

Strategic Financial Services, Inc.'s iShares U.S. Equity Factor ETF Holding Summary

As of 2025-03-31, Strategic Financial Services, Inc. held 3.73 Mil shares of iShares U.S. Equity Factor ETF(LRGF), totaling $215.67 Mil. This investment constitutes 12.63% of their stock portfolio, and Strategic Financial Services, Inc. now holds 9.39% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.

The initial trade took place in 2021Q2. And since then Strategic Financial Services, Inc. has made 6 purchases of LRGF, at an average price of $42.32, for a total of 5.31 Mil shares. In addition, there have been 10 sales at an average price of $49.01 for 1.58 Mil shares. Based on historical transaction data and LRGF's current price of $64.60, Strategic Financial Services, Inc.'s estimated gain on his LRGF holdings is $93.60 Mil, reflecting a 41.67% gain to date.

Strategic Financial Services, Inc. LRGF ($64.60) Holding Chart

Strategic Financial Services, Inc. LRGF ($64.60) 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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