Atomi Financial Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Atomi Financial Group’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 Q1	$51.4M	Sell	778,056 -19,399	-2%	-$1.33M	1.58%	9
2025 Q4	$55.4M	Sell	797,455 -3,860	-0.5%	-$267K	1.64%	13
2025 Q3	$55.4M	Buy	801,315 +69,481	+9%	+$4.62M	1.79%	12
2025 Q2	$46.9M	Buy	731,834 +34,496	+5%	+$2.05M	1.78%	12
2025 Q1	$40.4M	Buy	697,338 +76,951	+12%	+$4.69M	1.84%	7
2024 Q4	$37.4M	Buy	620,387 +137,733	+29%	+$8.37M	1.89%	8
2024 Q3	$28.4M	Buy	482,654 +167,313	+53%	+$9.47M	1.77%	9
2024 Q2	$17.6M	Buy	315,341 +136,864	+77%	+$7.35M	1.3%	13
2024 Q1	$9.6M	Buy	+178,477	New	+$9.07M	0.89%	19

Other funds holding LRGF

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.06B AUM 19% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return