CPCM
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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
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

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

Cardinal Point Capital Management's LRGF Position: Q2 2026 in Review

Cardinal Point Capital Management increased its iShares US Equity Factor ETF (LRGF) stake by 0.65% in Q2 2026, buying an estimated $349K and bringing the position to 736,666 shares worth $55.7M. The position accounts for 3.16% of the portfolio, ranked #7.

Cardinal Point Capital Management first reported a position in LRGF in Q4 2022 and has held it in 15 quarters since. 254 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Cardinal Point Capital Management held 736,666 shares of iShares US Equity Factor ETF worth $55.7M as of Q2 2026.
  • Cardinal Point Capital Management bought 4,777 iShares US Equity Factor ETF shares in Q2 2026, an estimated $349K.
  • iShares US Equity Factor ETF made up 3.16% of Cardinal Point Capital Management's portfolio in Q2 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 15 quarters since.
  • 254 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.