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Graves Light Lenhart Wealth’s iShares US Equity Factor ETF LRGF Stock Holding History

Graves Light Lenhart Wealth’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
2025
Q4 		– Sell
-3,239
Closed -$224K – 196
2025
Q3 		$224K Hold
3,239
– – 0.02% 176
2025
Q2 		$208K Buy
+3,239
New +$192K 0.02% 186
2022
Q3 		– Sell
-3,239
Closed -$123K – 391
2022
Q2 		$123K Hold
3,239
– – 0.02% 215
2022
Q1 		$144K Hold
3,239
– – 0.02% 209
2021
Q4 		$151K Hold
3,239
– – 0.02% 227
2021
Q3 		$136K Hold
3,239
– – 0.02% 227
2021
Q2 		$139K Hold
3,239
– – 0.02% 221
2021
Q1 		$132K Hold
3,239
– – 0.02% 230
2020
Q4 		$122K Buy
+3,239
New +$115K 0.02% 229

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Graves Light Lenhart Wealth's LRGF Position: Q4 2025 in Review

Graves Light Lenhart Wealth sold out of iShares US Equity Factor ETF (LRGF) in Q4 2025, closing a stake of 3,239 shares — an estimated $224K sold.

Graves Light Lenhart Wealth first reported a position in LRGF in Q4 2020 and held it in 9 quarters. The position peaked at $224K in Q3 2025. 236 funds tracked by Wall St. Rank hold LRGF as of Q4 2025.

  • Graves Light Lenhart Wealth reported no remaining iShares US Equity Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 3,239 iShares US Equity Factor ETF shares in Q4 2025, an estimated $224K.
  • Graves Light Lenhart Wealth first reported a position in iShares US Equity Factor ETF in Q4 2020 and held it in 9 quarters.
  • Graves Light Lenhart Wealth's iShares US Equity Factor ETF position peaked at $224K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2025.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2025, filed 9 Jan 2026.