August Group Capital’s iShares US Equity Factor ETF LRGF Stock Holding History

August Group Capital’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 Q3	$241K	Buy	+3,090	New	+$239K	0.25%	82

Other funds holding LRGF

Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

August Group Capital's LRGF Position: Q3 2026 in Review

August Group Capital opened a new position in iShares US Equity Factor ETF (LRGF) in Q3 2026: 3,090 shares worth $241K. The stake represents 0.25% of the portfolio and ranks #82 among its holdings.

170 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

August Group Capital held 3,090 shares of iShares US Equity Factor ETF worth $241K as of Q3 2026.
iShares US Equity Factor ETF was a new August Group Capital position in Q3 2026.
iShares US Equity Factor ETF made up 0.25% of August Group Capital's portfolio in Q3 2026, its #82 holding.
170 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on August Group Capital's 13F filing for Q3 2026, filed 14 Oct 2026.