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BFI Wealth Solutions’s iShares US Equity Factor ETF LRGF Stock Holding History

BFI Wealth Solutions’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 		$2.09M Sell
27,661
-579
-2% -$42.4K 1.55% 22
2026
Q1 		$1.89M Sell
28,240
-196
-0.7% -$13.5K 1.81% 19
2025
Q4 		$1.97M Buy
+28,436
New +$1.97M 1.88% 15

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

BFI Wealth Solutions's LRGF Position: Q2 2026 in Review

BFI Wealth Solutions reduced its iShares US Equity Factor ETF (LRGF) stake by 2.1% in Q2 2026, selling an estimated $42.4K and leaving 27,661 shares worth $2.09M. The position accounts for 1.55% of the portfolio, ranked #22.

BFI Wealth Solutions first reported a position in LRGF in Q4 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • BFI Wealth Solutions held 27,661 shares of iShares US Equity Factor ETF worth $2.09M as of Q2 2026.
  • BFI Wealth Solutions sold 579 iShares US Equity Factor ETF shares in Q2 2026, an estimated $42.4K.
  • iShares US Equity Factor ETF made up 1.55% of BFI Wealth Solutions's portfolio in Q2 2026, its #22 holding.
  • BFI Wealth Solutions first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.