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Bartlett & Co Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Bartlett & Co Wealth 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
2025
Q2 		– Sell
-6,347
Closed -$367K – 1294
2025
Q1 		$367K Buy
+6,347
New +$387K 0.01% 368

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 $2.07B AUM 19% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 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

Bartlett & Co Wealth Management's LRGF Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q2 2025, closing a stake of 6,347 shares — an estimated $367K sold.

Bartlett & Co Wealth Management first reported a position in LRGF in Q1 2025 and held it in 1 quarter. The position peaked at $367K in Q1 2025. 212 funds tracked by Wall St. Rank hold LRGF as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining iShares US Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 6,347 iShares US Equity Factor ETF shares in Q2 2025, an estimated $367K.
  • Bartlett & Co Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares US Equity Factor ETF position peaked at $367K in Q1 2025.
  • 212 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.