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Golden State Equity Partners’s iShares US Equity Factor ETF LRGF Stock Holding History

Golden State Equity Partners’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 		– Sell
-320
Closed -$21.2K – 1139
2026
Q1 		$21.2K Buy
+320
New +$22K ﹤0.01% 1081

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
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
PL
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

Golden State Equity Partners's LRGF Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares US Equity Factor ETF (LRGF) in Q2 2026, closing a stake of 320 shares — an estimated $21.2K sold.

Golden State Equity Partners first reported a position in LRGF in Q1 2026 and held it in 1 quarter. The position peaked at $21.2K in Q1 2026. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares US Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 320 iShares US Equity Factor ETF shares in Q2 2026, an estimated $21.2K.
  • Golden State Equity Partners first reported a position in iShares US Equity Factor ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's iShares US Equity Factor ETF position peaked at $21.2K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.