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Bank of Jackson Hole Trust’s iShares US Equity Factor ETF LRGF Stock Holding History

Bank of Jackson Hole Trust’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
2025
Q2 		– Sell
-163
Closed -$10.1K – 466
2025
Q1 		$10.1K Hold
163
– – 0.01% 375
2024
Q4 		$9.84K Buy
+163
New +$9.9K 0.01% 372

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Bank of Jackson Hole Trust's LRGF Position: Q2 2025 in Review

Bank of Jackson Hole Trust sold out of iShares US Equity Factor ETF (LRGF) in Q2 2025, closing a stake of 163 shares — an estimated $10.1K sold.

Bank of Jackson Hole Trust first reported a position in LRGF in Q4 2024 and held it in 2 quarters. The position peaked at $10.1K in Q1 2025. 212 funds tracked by Wall St. Rank hold LRGF as of Q2 2025.

  • Bank of Jackson Hole Trust reported no remaining iShares US Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 163 iShares US Equity Factor ETF shares in Q2 2025, an estimated $10.1K.
  • Bank of Jackson Hole Trust first reported a position in iShares US Equity Factor ETF in Q4 2024 and held it in 2 quarters.
  • Bank of Jackson Hole Trust's iShares US Equity Factor ETF position peaked at $10.1K in Q1 2025.
  • 212 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2025, filed 1 Aug 2025.