First Foundation Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

First Foundation Advisors’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	$1.16M	Sell	15,282 -2,012	-12%	-$147K	0.04%	171
2026 Q1	$1.14M	Hold	17,294	–	–	0.05%	176
2025 Q4	$1.2M	Sell	17,294 -505	-3%	-$35K	0.05%	165
2025 Q3	$1.23M	Buy	17,799 +167	+0.9%	+$11.1K	0.05%	165
2025 Q2	$1.13M	Hold	17,632	–	–	0.04%	179
2025 Q1	$1.02M	Sell	17,632 -6,098	-26%	-$372K	0.04%	165
2024 Q4	$1.43M	Hold	23,730	–	–	0.05%	147
2024 Q3	$1.39M	Hold	23,730	–	–	0.05%	150
2024 Q2	$1.32M	Sell	23,730 -280	-1%	-$15K	0.05%	146
2024 Q1	$1.29M	Sell	24,010 -119	-0.5%	-$6.05K	0.05%	151
2023 Q4	$1.17M	Sell	24,129 -4,793	-17%	-$216K	0.05%	161
2023 Q3	$1.25M	Sell	28,922 -2,621	-8%	-$118K	0.06%	167
2023 Q2	$1.41M	Sell	31,543 -7,753	-20%	-$327K	0.06%	158
2023 Q1	$1.63M	Sell	39,296 -2,346	-6%	-$95.4K	0.07%	137
2022 Q4	$1.62M	Sell	41,642 -189	-0.5%	-$7.39K	0.08%	141
2022 Q3	$1.51M	Buy	41,831 +1,700	+4%	+$68.2K	0.07%	140
2022 Q2	$1.52M	Sell	40,131 -35,967	-47%	-$1.48M	0.07%	143
2022 Q1	$3.38M	Buy	76,098 +5,290	+7%	+$232K	0.12%	98
2021 Q4	$3.3M	Sell	70,808 -565	-0.8%	-$25.3K	0.11%	100
2021 Q3	$3.01M	Sell	71,373 -3,092	-4%	-$135K	0.11%	104
2021 Q2	$3.19M	Sell	74,465 -547	-0.7%	-$23.1K	0.12%	103
2021 Q1	$3.05M	Buy	75,012 +136	+0.2%	+$5.34K	0.13%	98
2020 Q4	$2.82M	Sell	74,876 -1,710	-2%	-$60.9K	0.13%	103
2020 Q3	$2.54M	Sell	76,586 -3,894	-5%	-$128K	0.12%	102
2020 Q2	$2.5M	Sell	80,480 -24,673	-23%	-$732K	0.13%	99
2020 Q1	$2.78M	Sell	105,153 -30,285	-22%	-$976K	0.17%	84
2019 Q4	$4.67M	Buy	135,438 +12,802	+10%	+$425K	0.23%	74
2019 Q3	$3.92M	Sell	122,636 -24,956	-17%	-$793K	0.21%	78
2019 Q2	$4.69M	Sell	147,592 -14,044	-9%	-$438K	0.26%	69
2019 Q1	$5.02M	Sell	161,636 -16,544	-9%	-$501K	0.3%	65
2018 Q4	$4.96M	Sell	178,180 -80,281	-31%	-$2.47M	0.31%	56
2018 Q3	$8.69M	Buy	258,461 +149,998	+138%	+$5M	0.48%	49
2018 Q2	$3.47M	Buy	108,463 +12,632	+13%	+$408K	0.2%	76
2018 Q1	$3.02M	Buy	95,831 +31,273	+48%	+$1.01M	0.17%	83
2017 Q4	$2.05M	Buy	64,558 +7,258	+13%	+$226K	0.11%	113
2017 Q3	$1.72M	Buy	57,300 +20,800	+57%	+$608K	0.1%	112
2017 Q2	$1.05M	Buy	+36,500	New	+$1.04M	0.06%	155

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 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

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

First Foundation Advisors's LRGF Position: Q2 2026 in Review

First Foundation Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 12% in Q2 2026, selling an estimated $147K and leaving 15,282 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #171.

First Foundation Advisors first reported a position in LRGF in Q2 2017 and has held it in 37 quarters since. The position peaked at $8.69M in Q3 2018. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

First Foundation Advisors held 15,282 shares of iShares US Equity Factor ETF worth $1.16M as of Q2 2026.
First Foundation Advisors sold 2,012 iShares US Equity Factor ETF shares in Q2 2026, an estimated $147K.
iShares US Equity Factor ETF made up 0.04% of First Foundation Advisors's portfolio in Q2 2026, its #171 holding.
First Foundation Advisors first reported a position in iShares US Equity Factor ETF in Q2 2017 and has held it in 37 quarters since.
First Foundation Advisors's iShares US Equity Factor ETF position peaked at $8.69M in Q3 2018.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.