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Bouchey Financial Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Bouchey Financial Group’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 		$283K Hold
3,745
– – 0.02% 146
2026
Q1 		$258K Hold
3,745
– – 0.02% 146
2025
Q4 		$260K Hold
3,745
– – 0.02% 138
2025
Q3 		$259K Hold
3,745
– – 0.02% 126
2025
Q2 		$240K Hold
3,745
– – 0.02% 126
2025
Q1 		$217K Hold
3,745
– – 0.02% 130
2024
Q4 		$226K Sell
3,745
-100
-3% -$6.08K 0.02% 129
2024
Q3 		$226K Hold
3,845
– – 0.02% 137
2024
Q2 		$214K Hold
3,845
– – 0.02% 133
2024
Q1 		$207K Buy
+3,845
New +$195K 0.02% 142

Other funds holding LRGF

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
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
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 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

Bouchey Financial Group's LRGF Position: Q2 2026 in Review

Bouchey Financial Group held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 3,745 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #146.

Bouchey Financial Group first reported a position in LRGF in Q1 2024 and has held it in 10 quarters since. 78 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Bouchey Financial Group held 3,745 shares of iShares US Equity Factor ETF worth $283K as of Q2 2026.
  • Bouchey Financial Group left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up 0.02% of Bouchey Financial Group's portfolio in Q2 2026, its #146 holding.
  • Bouchey Financial Group first reported a position in iShares US Equity Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.