DDFG Inc’s iShares US Equity Factor ETF LRGF Stock Holding History

DDFG Inc’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	$12.6M	Sell	161,819 -7,635	-5%	-$591K	2.48%	15
2026 Q2	$12.8M	Sell	169,454 -3,963	-2%	-$290K	2.54%	15
2026 Q1	$11.4M	Sell	173,417 -191,538	-52%	-$13.2M	2.47%	13
2025 Q4	$25.3M	Buy	364,955 +7,181	+2%	+$497K	5.55%	7
2025 Q3	$24.7M	Buy	357,774 +138,925	+63%	+$9.23M	5.71%	7
2025 Q2	$14M	Buy	218,849 +4,819	+2%	+$286K	3.53%	12
2025 Q1	$12.4M	Buy	214,030 +60,223	+39%	+$3.67M	3.43%	11
2024 Q4	$9.28M	Buy	153,807 +2,976	+2%	+$181K	2.68%	13
2024 Q3	$8.86M	Buy	150,831 +7,139	+5%	+$404K	2.53%	14
2024 Q2	$8M	Buy	143,692 +2,024	+1%	+$109K	2.47%	14
2024 Q1	$7.62M	Buy	+141,668	New	+$7.2M	2.42%	14

Other funds holding LRGF

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return

DDFG Inc's LRGF Position: Q3 2026 in Review

DDFG Inc reduced its iShares US Equity Factor ETF (LRGF) stake by 4.5% in Q3 2026, selling an estimated $591K and leaving 161,819 shares worth $12.6M. The position accounts for 2.48% of the portfolio, ranked #15.

DDFG Inc first reported a position in LRGF in Q1 2024 and has held it in 11 quarters since. The position peaked at $25.3M in Q4 2025. 58 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

DDFG Inc held 161,819 shares of iShares US Equity Factor ETF worth $12.6M as of Q3 2026.
DDFG Inc sold 7,635 iShares US Equity Factor ETF shares in Q3 2026, an estimated $591K.
iShares US Equity Factor ETF made up 2.48% of DDFG Inc's portfolio in Q3 2026, its #15 holding.
DDFG Inc first reported a position in iShares US Equity Factor ETF in Q1 2024 and has held it in 11 quarters since.
DDFG Inc's iShares US Equity Factor ETF position peaked at $25.3M in Q4 2025.
58 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.