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Carolinas Wealth Consulting’s iShares US Equity Factor ETF LRGF Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-2,827
Closed -$164K – 547
2025
Q1 		$164K Buy
2,827
+6
+0.2% +$366 0.04% 194
2024
Q4 		$170K Buy
2,821
+91
+3% +$5.53K 0.03% 196
2024
Q3 		$160K Buy
2,730
+8
+0.3% +$453 0.03% 206
2024
Q2 		$152K Buy
2,722
+6
+0.2% +$322 0.03% 209
2024
Q1 		$146K Sell
2,716
-650
-19% -$33K 0.03% 214
2023
Q4 		$163K Sell
3,366
-413
-11% -$18.6K 0.04% 179
2023
Q3 		$160K Buy
3,779
+67
+2% +$3K 0.04% 167
2023
Q2 		$165K Sell
3,712
-196
-5% -$8.26K 0.03% 193
2023
Q1 		$162K Buy
3,908
+10
+0.3% +$407 0.03% 193
2022
Q4 		$152K Sell
3,898
-1,369
-26% -$53.5K 0.03% 201
2022
Q3 		$191K Buy
5,267
+4
+0.1% +$161 0.05% 160
2022
Q2 		$199K Sell
5,263
-546
-9% -$22.4K 0.05% 161
2022
Q1 		$258K Buy
5,809
+13
+0.2% +$571 0.06% 144
2021
Q4 		$270K Buy
5,796
+23
+0.4% +$1.03K 0.06% 143
2021
Q3 		$243K Buy
5,773
+2
+0% +$87 0.06% 140
2021
Q2 		$247K Sell
5,771
-511
-8% -$21.6K 0.05% 144
2021
Q1 		$255K Buy
6,282
+508
+9% +$20K 0.06% 139
2020
Q4 		$218K Buy
5,774
+32
+0.6% +$1.14K 0.06% 141
2020
Q3 		$191K Buy
5,742
+10
+0.2% +$328 0.06% 134
2020
Q2 		$178K Buy
+5,732
New +$170K 0.07% 110

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

Carolinas Wealth Consulting's LRGF Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares US Equity Factor ETF (LRGF) in Q2 2025, closing a stake of 2,827 shares — an estimated $164K sold.

Carolinas Wealth Consulting first reported a position in LRGF in Q2 2020 and held it in 20 quarters. The position peaked at $270K in Q4 2021. 212 funds tracked by Wall St. Rank hold LRGF as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares US Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,827 iShares US Equity Factor ETF shares in Q2 2025, an estimated $164K.
  • Carolinas Wealth Consulting first reported a position in iShares US Equity Factor ETF in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's iShares US Equity Factor ETF position peaked at $270K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.