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Beirne Wealth Consulting Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Beirne Wealth Consulting Services’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 		$20.2M Buy
267,564
+664
+0.2% +$48.6K 4.03% 8
2026
Q1 		$17.6M Sell
266,900
-36,592
-12% -$2.51M 4.98% 5
2025
Q4 		$21.1M Sell
303,492
-1,932
-0.6% -$134K 6.1% 4
2025
Q3 		$21.1M Sell
305,424
-86
-0% -$5.71K 5.06% 4
2025
Q2 		$19.6M Sell
305,510
-30,990
-9% -$1.84M 6.35% 5
2025
Q1 		$19.5M Sell
336,500
-1,043
-0.3% -$63.6K 6.94% 4
2024
Q4 		$20.4M Buy
337,543
+2,516
+0.8% +$153K 7.35% 3
2024
Q3 		$19.7M Sell
335,027
-23,283
-6% -$1.32M 6.91% 4
2024
Q2 		$20M Sell
358,310
-5,766
-2% -$310K 8.05% 3
2024
Q1 		$19.6M Buy
364,076
+1,988
+0.5% +$101K 8.31% 3
2023
Q4 		$17.5M Sell
362,088
-23,521
-6% -$1.06M 8.66% 2
2023
Q3 		$17.2M Hold
385,609
– – 13.7% 1
2023
Q2 		$17.2M Buy
385,609
+23,277
+6% +$981K 13.7% 1
2023
Q1 		$15M Sell
362,332
-7,827
-2% -$318K 10.54% 1
2022
Q4 		$14.4M Sell
370,159
-17,004
-4% -$665K 7.1% 3
2022
Q3 		$14M Buy
387,163
+8,753
+2% +$351K 5.33% 5
2022
Q2 		$14.3M Sell
378,410
-14,745
-4% -$606K 9.37% 3
2022
Q1 		$17.5M Buy
393,155
+696
+0.2% +$30.6K 9.75% 2
2021
Q4 		$18.3M Buy
392,459
+6,743
+2% +$302K 10% 2
2021
Q3 		$16.3M Sell
385,716
-3,827
-1% -$167K 9.26% 2
2021
Q2 		$16.7M Sell
389,543
-53,374
-12% -$2.26M 9.17% 2
2021
Q1 		$18M Buy
442,917
+4,364
+1% +$171K 10.57% 2
2020
Q4 		$16.5M Sell
438,553
-36
-0% -$1.28K 8.17% 2
2020
Q3 		$14.6M Buy
438,589
+6,742
+2% +$221K 8.5% 3
2020
Q2 		$13.4M Buy
431,847
+106,513
+33% +$3.16M 10.93% 3
2020
Q1 		$8.61M Buy
325,334
+61,940
+24% +$2M 9.31% 3
2019
Q4 		$9.08M Buy
263,394
+79,745
+43% +$2.65M 8% 3
2019
Q3 		$5.86M Buy
183,649
+22,394
+14% +$712K 4.88% 2
2019
Q2 		$5.12M Buy
161,255
+116,336
+259% +$3.63M 4.59% 1
2019
Q1 		$1.39M Buy
44,919
+15,598
+53% +$472K 1.1% 21
2018
Q4 		$825K Buy
+29,321
New +$902K 0.7% 37

Other funds holding LRGF

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Beirne Wealth Consulting Services's LRGF Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its iShares US Equity Factor ETF (LRGF) stake by 0.25% in Q2 2026, buying an estimated $48.6K and bringing the position to 267,564 shares worth $20.2M. The position accounts for 4.03% of the portfolio, ranked #8.

Beirne Wealth Consulting Services first reported a position in LRGF in Q4 2018 and has held it in 31 quarters since. The position peaked at $21.1M in Q3 2025. 39 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Beirne Wealth Consulting Services held 267,564 shares of iShares US Equity Factor ETF worth $20.2M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 664 iShares US Equity Factor ETF shares in Q2 2026, an estimated $48.6K.
  • iShares US Equity Factor ETF made up 4.03% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #8 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares US Equity Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Beirne Wealth Consulting Services's iShares US Equity Factor ETF position peaked at $21.1M in Q3 2025.
  • 39 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.