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Grimes & Company’s iShares US Equity Factor ETF LRGF Stock Holding History

Grimes & Company’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 		$3.12M Sell
41,279
-965
-2% -$70.6K 0.07% 162
2026
Q1 		$2.79M Sell
42,244
-72
-0.2% -$4.94K 0.08% 154
2025
Q4 		$2.94M Sell
42,316
-230
-0.5% -$15.9K 0.07% 160
2025
Q3 		$2.94M Sell
42,546
-39
-0.1% -$2.59K 0.07% 152
2025
Q2 		$2.73M Sell
42,585
-836
-2% -$49.6K 0.07% 142
2025
Q1 		$2.51M Sell
43,421
-492
-1% -$30K 0.08% 131
2024
Q4 		$2.65M Sell
43,913
-3,675
-8% -$223K 0.08% 133
2024
Q3 		$2.8M Sell
47,588
-1,671
-3% -$94.6K 0.08% 124
2024
Q2 		$2.74M Sell
49,259
-606
-1% -$32.5K 0.08% 118
2024
Q1 		$2.68M Sell
49,865
-1,001
-2% -$50.9K 0.08% 118
2023
Q4 		$2.46M Sell
50,866
-741
-1% -$33.4K 0.08% 124
2023
Q3 		$2.24M Sell
51,607
-2,370
-4% -$106K 0.09% 116
2023
Q2 		$2.41M Sell
53,977
-4,183
-7% -$176K 0.09% 112
2023
Q1 		$2.41M Sell
58,160
-153
-0.3% -$6.22K 0.1% 104
2022
Q4 		$2.27M Buy
+58,313
New +$2.28M 0.1% 115

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

Grimes & Company's LRGF Position: Q2 2026 in Review

Grimes & Company reduced its iShares US Equity Factor ETF (LRGF) stake by 2.3% in Q2 2026, selling an estimated $70.6K and leaving 41,279 shares worth $3.12M. The position accounts for 0.07% of the portfolio, ranked #162.

Grimes & Company first reported a position in LRGF in Q4 2022 and has held it in 15 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Grimes & Company held 41,279 shares of iShares US Equity Factor ETF worth $3.12M as of Q2 2026.
  • Grimes & Company sold 965 iShares US Equity Factor ETF shares in Q2 2026, an estimated $70.6K.
  • iShares US Equity Factor ETF made up 0.07% of Grimes & Company's portfolio in Q2 2026, its #162 holding.
  • Grimes & Company first reported a position in iShares US Equity Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.