Cardinal Point Capital Management
LRGF icon

Cardinal Point Capital Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Cardinal Point Capital 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
2026
Q3 		$58.7M Buy
754,633
+17,967
+2% +$1.39M 3.26% 7
2026
Q2 		$55.7M Buy
736,666
+4,777
+0.7% +$349K 3.16% 7
2026
Q1 		$48.3M Sell
731,889
-9,298
-1% -$638K 2.96% 7
2025
Q4 		$51.5M Buy
741,187
+18,431
+3% +$1.28M 3.36% 7
2025
Q3 		$49.4M Buy
722,756
+25,142
+4% +$1.67M 3.46% 7
2025
Q2 		$44.7M Buy
697,614
+16,598
+2% +$984K 3.54% 7
2025
Q1 		$39.4M Buy
681,016
+5,852
+0.9% +$357K 3.62% 6
2024
Q4 		$40.7M Buy
675,164
+42,378
+7% +$2.57M 6.47% 4
2024
Q3 		$37.2M Buy
632,786
+20,633
+3% +$1.17M 6.2% 5
2024
Q2 		$34.1M Buy
612,153
+16,521
+3% +$887K 5.93% 5
2024
Q1 		$32.1M Buy
595,632
+25,600
+4% +$1.3M 6.1% 5
2023
Q4 		$27.5M Buy
570,032
+6,840
+1% +$308K 6.66% 5
2023
Q3 		$24.5M Buy
563,192
+15,660
+3% +$702K 6.41% 5
2023
Q2 		$24.4M Sell
547,532
-16,990
-3% -$716K 7.34% 4
2023
Q1 		$23.4M Buy
564,522
+40,660
+8% +$1.65M 7.11% 4
2022
Q4 		$20.4M Buy
+523,862
New +$20.5M 7.06% 4

Other funds holding LRGF

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Hixon Zuercher
Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Cardinal Point Capital Management's LRGF Position: Q3 2026 in Review

Cardinal Point Capital Management increased its iShares US Equity Factor ETF (LRGF) stake by 2.4% in Q3 2026, buying an estimated $1.39M and bringing the position to 754,633 shares worth $58.7M. The position accounts for 3.26% of the portfolio, ranked #7.

Cardinal Point Capital Management first reported a position in LRGF in Q4 2022 and has held it in 16 quarters since. 71 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • Cardinal Point Capital Management held 754,633 shares of iShares US Equity Factor ETF worth $58.7M as of Q3 2026.
  • Cardinal Point Capital Management bought 17,967 iShares US Equity Factor ETF shares in Q3 2026, an estimated $1.39M.
  • iShares US Equity Factor ETF made up 3.26% of Cardinal Point Capital Management's portfolio in Q3 2026, its #7 holding.
  • Cardinal Point Capital Management first reported a position in iShares US Equity Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.