LRGF — ISHARES TR

Ownership history in Obsido Oy  ·  4 quarters on record

This page tracks every 13F SEC filing in which Obsido Oy reported a position in ISHARES TR (LRGF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.03% (2025 Q1)
Avg. % of fund
6.91%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 159,945 +9,172 +6.1% 6.82% $11.1M $69.25
2025 Q3 ADDED 150,773 +10,321 +7.3% 6.93% $10.4M $68.65
2025 Q2 ADDED 140,452 +10,867 +8.4% 6.84% $9.0M $63.55
2025 Q1 INITIATED 129,585 — — 7.03% $7.8M $57.18
% of Fund (quarterly)    LRGF price (monthly, adj. close)

Other funds also holding LRGF

As of 2025 Q4 — sorted by position size

Tolleson Wealth Management, Inc. 3Y 23.52% CORA CAPITAL ADVISORS LLC 3Y 14.01% Strategic Financial Services, Inc. 3Y 7Y 12.58% EWA, LLC 12.35% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 11.73% Ullmann Wealth Partners Group, LLC 3Y 7Y 8.88% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 6.47% Pettinga Financial Advisors LLC 3Y 7Y 6.39% Clearwater Capital Advisors, LLC 3Y 7Y 6.18% Beirne Wealth Consulting Services, LLC 3Y 7Y 6.1%
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