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

Financial Management 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 Q2	$204K	Buy	+2,691	New	+$197K	0.17%	45

Other funds holding LRGF

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Financial Management Inc's LRGF Position: Q2 2026 in Review

Financial Management Inc opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 2,691 shares worth $204K. The stake represents 0.17% of the portfolio and ranks #45 among its holdings.

251 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Financial Management Inc held 2,691 shares of iShares US Equity Factor ETF worth $204K as of Q2 2026.
iShares US Equity Factor ETF was a new Financial Management Inc position in Q2 2026.
iShares US Equity Factor ETF made up 0.17% of Financial Management Inc's portfolio in Q2 2026, its #45 holding.
251 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Financial Management Inc's 13F filing for Q2 2026, filed 12 Aug 2026.