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Goodman Advisory Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Goodman Advisory Group’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
-2,304
Closed -$152K – 124
2026
Q1 		$152K Hold
2,304
– – 0.04% 84
2025
Q4 		$160K Hold
2,304
– – 0.04% 75
2025
Q3 		$159K Sell
2,304
-321
-12% -$21.3K 0.04% 75
2025
Q2 		$168K Sell
2,625
-17,710
-87% -$1.05M 0.06% 60
2025
Q1 		$1.18M Sell
20,335
-615
-3% -$37.5K 0.36% 53
2024
Q4 		$1.26M Sell
20,950
-1,987
-9% -$121K 0.37% 48
2024
Q3 		$1.35M Buy
22,937
+2,136
+10% +$121K 0.38% 51
2024
Q2 		$1.16M Buy
20,801
+4,376
+27% +$235K 0.35% 49
2024
Q1 		$884K Sell
16,425
-1,373
-8% -$69.8K 0.28% 53
2023
Q4 		$859K Buy
17,798
+4,564
+34% +$206K 0.29% 47
2023
Q3 		$573K Sell
13,234
-5,855
-31% -$263K 0.21% 53
2023
Q2 		$851K Sell
19,089
-43,493
-69% -$1.83M 0.32% 47
2023
Q1 		$2.59M Sell
62,582
-130,925
-68% -$5.32M 1.41% 23
2022
Q4 		$7.55M Buy
193,507
+165,559
+592% +$6.48M 4.39% 7
2022
Q3 		$1.01M Sell
27,948
-32,443
-54% -$1.3M 0.55% 26
2022
Q2 		$2.29M Buy
60,391
+12,629
+26% +$519K 1.02% 19
2022
Q1 		$2.12M Buy
47,762
+40,792
+585% +$1.79M 0.73% 36
2021
Q4 		$325K Buy
+6,970
New +$312K 0.11% 53

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

Goodman Advisory Group's LRGF Position: Q2 2026 in Review

Goodman Advisory Group sold out of iShares US Equity Factor ETF (LRGF) in Q2 2026, closing a stake of 2,304 shares — an estimated $152K sold.

Goodman Advisory Group first reported a position in LRGF in Q4 2021 and held it in 18 quarters. The position peaked at $7.55M in Q4 2022. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Goodman Advisory Group reported no remaining iShares US Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Goodman Advisory Group sold 2,304 iShares US Equity Factor ETF shares in Q2 2026, an estimated $152K.
  • Goodman Advisory Group first reported a position in iShares US Equity Factor ETF in Q4 2021 and held it in 18 quarters.
  • Goodman Advisory Group's iShares US Equity Factor ETF position peaked at $7.55M in Q4 2022.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.