FCT
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Family Capital Trust’s iShares US Equity Factor ETF LRGF Stock Holding History

Family Capital Trust’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 		$4.59M Sell
60,660
-40,209
-40% -$2.94M 1.49% 24
2026
Q1 		$6.66M Sell
100,869
-4,513
-4% -$310K 2.41% 11
2025
Q4 		$7.32M Sell
105,382
-422
-0.4% -$29.2K 2.39% 10
2025
Q3 		$7.31M Sell
105,804
-55,370
-34% -$3.68M 2.45% 11
2025
Q2 		$10.3M Sell
161,174
-670
-0.4% -$39.7K 3.58% 8
2025
Q1 		$9.37M Sell
161,844
-7,603
-4% -$463K 3.36% 10
2024
Q4 		$10.2M Sell
169,447
-6,768
-4% -$411K 3.47% 9
2024
Q3 		$10.4M Sell
176,215
-475
-0.3% -$26.9K 3.33% 8
2024
Q2 		$9.84M Sell
176,690
-1,318
-0.7% -$70.8K 3.22% 7
2024
Q1 		$9.58M Sell
178,008
-7,425
-4% -$377K 3.28% 6
2023
Q4 		$8.95M Sell
185,433
-25
-0% -$1.13K 2.82% 7
2023
Q3 		$8.03M Sell
185,458
-1,388
-0.7% -$62.2K 2.84% 7
2023
Q2 		$8.33M Sell
186,846
-1,142
-0.6% -$48.2K 2.9% 5
2023
Q1 		$7.79M Sell
187,988
-2,204
-1% -$89.6K 3.01% 5
2022
Q4 		$7.42M Sell
190,192
-367
-0.2% -$14.4K 3.01% 6
2022
Q3 		$6.9M Sell
190,559
-3,020
-2% -$121K 3.16% 6
2022
Q2 		$7.33M Sell
193,579
-1,441
-0.7% -$59.2K 2.91% 7
2022
Q1 		$8.67M Buy
195,020
+585
+0.3% +$25.7K 2.82% 7
2021
Q4 		$9.05M Sell
194,435
-583
-0.3% -$26.1K 2.53% 7
2021
Q3 		$8.22M Sell
195,018
-541
-0.3% -$23.7K 2.34% 9
2021
Q2 		$8.37M Buy
195,559
+8
+0% +$338 2.37% 9
2021
Q1 		$7.95M Buy
195,551
+2,555
+1% +$100K 2.49% 8
2020
Q4 		$7.27M Buy
192,996
+942
+0.5% +$33.5K 2.25% 6
2020
Q3 		$6.38M Buy
192,054
+83,666
+77% +$2.75M 2.08% 6
2020
Q2 		$3.37M Sell
108,388
-102
-0.1% -$3.03K 1.2% 23
2020
Q1 		$3.4M Sell
108,490
-151
-0.1% -$4.87K 1.33% 24
2019
Q4 		$3.75M Sell
108,641
-262
-0.2% -$8.7K 1.41% 25
2019
Q3 		$3.48M Buy
108,903
+456
+0.4% +$14.5K 1.42% 24
2019
Q2 		$3.44M Buy
+108,447
New +$3.39M 1.38% 24

Other funds holding LRGF

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Family Capital Trust's LRGF Position: Q2 2026 in Review

Family Capital Trust reduced its iShares US Equity Factor ETF (LRGF) stake by 40% in Q2 2026, selling an estimated $2.94M and leaving 60,660 shares worth $4.59M. The position accounts for 1.49% of the portfolio, ranked #24.

Family Capital Trust first reported a position in LRGF in Q2 2019 and has held it in 29 quarters since. The position peaked at $10.4M in Q3 2024. 102 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Family Capital Trust held 60,660 shares of iShares US Equity Factor ETF worth $4.59M as of Q2 2026.
  • Family Capital Trust sold 40,209 iShares US Equity Factor ETF shares in Q2 2026, an estimated $2.94M.
  • iShares US Equity Factor ETF made up 1.49% of Family Capital Trust's portfolio in Q2 2026, its #24 holding.
  • Family Capital Trust first reported a position in iShares US Equity Factor ETF in Q2 2019 and has held it in 29 quarters since.
  • Family Capital Trust's iShares US Equity Factor ETF position peaked at $10.4M in Q3 2024.
  • 102 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.