AIM
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Acropolis Investment Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Acropolis Investment Management’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.1M Buy
358,709
+1,160
+0.3% +$84.9K 1.07% 18
2026
Q1 		$23.6M Buy
357,549
+45,193
+14% +$3.1M 1.04% 20
2025
Q4 		$21.7M Buy
312,356
+80,543
+35% +$5.58M 0.98% 21
2025
Q3 		$14.9M Buy
231,813
+1,953
+0.8% +$130K 0.76% 23
2025
Q2 		$14.7M Buy
229,860
+21,991
+11% +$1.3M 0.81% 22
2025
Q1 		$12M Sell
207,869
-4,865
-2% -$297K 0.71% 22
2024
Q4 		$12.8M Sell
212,734
-9,745
-4% -$592K 0.76% 22
2024
Q3 		$13.1M Sell
222,479
-6,410
-3% -$363K 0.78% 22
2024
Q2 		$12.7M Buy
228,889
+17,180
+8% +$923K 0.81% 22
2024
Q1 		$11.4M Buy
211,709
+16,116
+8% +$819K 0.75% 23
2023
Q4 		$9.45M Buy
195,593
+26,396
+16% +$1.19M 0.66% 23
2023
Q3 		$7.33M Buy
169,197
+22,100
+15% +$991K 0.57% 25
2023
Q2 		$6.55M Buy
147,097
+7,615
+5% +$321K 0.51% 27
2023
Q1 		$5.78M Buy
+139,482
New +$5.67M 0.48% 27

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Acropolis Investment Management's LRGF Position: Q2 2026 in Review

Acropolis Investment Management increased its iShares US Equity Factor ETF (LRGF) stake by 0.32% in Q2 2026, buying an estimated $84.9K and bringing the position to 358,709 shares worth $27.1M. The position accounts for 1.07% of the portfolio, ranked #18.

Acropolis Investment Management first reported a position in LRGF in Q1 2023 and has held it in 14 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Acropolis Investment Management held 358,709 shares of iShares US Equity Factor ETF worth $27.1M as of Q2 2026.
  • Acropolis Investment Management bought 1,160 iShares US Equity Factor ETF shares in Q2 2026, an estimated $84.9K.
  • iShares US Equity Factor ETF made up 1.07% of Acropolis Investment Management's portfolio in Q2 2026, its #18 holding.
  • Acropolis Investment Management first reported a position in iShares US Equity Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.