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Brass Tax Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Brass Tax 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
Q3 		$293K Hold
4,246
– – 0.05% 181
2025
Q2 		$272K Hold
4,246
– – 0.05% 176
2025
Q1 		$246K Hold
4,246
– – 0.05% 183
2024
Q4 		$256K Hold
4,246
– – 0.05% 173
2024
Q3 		$250K Hold
4,246
– – 0.05% 168
2024
Q2 		$236K Hold
4,246
– – 0.1% 122
2024
Q1 		$228K Buy
+4,246
New +$216K 0.12% 103

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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 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

Brass Tax Wealth Management's LRGF Position: Q3 2025 in Review

Brass Tax Wealth Management held its iShares US Equity Factor ETF (LRGF) position steady in Q3 2025 at 4,246 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #181.

Brass Tax Wealth Management first reported a position in LRGF in Q1 2024 and has held it in 7 quarters since. 218 funds tracked by Wall St. Rank hold LRGF as of Q3 2025.

  • Brass Tax Wealth Management held 4,246 shares of iShares US Equity Factor ETF worth $293K as of Q3 2025.
  • Brass Tax Wealth Management left its iShares US Equity Factor ETF share count unchanged in Q3 2025.
  • iShares US Equity Factor ETF made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #181 holding.
  • Brass Tax Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2024 and has held it in 7 quarters since.
  • 218 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.