HIW
LRGF icon

Holos Integrated Wealth’s iShares US Equity Factor ETF LRGF Stock Holding History

Holos Integrated 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
2026
Q2 		$121K Hold
1,600
– – 0.06% 113
2026
Q1 		$107K Buy
+1,600
New +$110K 0.05% 119

Other funds holding LRGF

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Holos Integrated Wealth's LRGF Position: Q2 2026 in Review

Holos Integrated Wealth held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 1,600 shares worth $121K. The position accounts for 0.06% of the portfolio, ranked #113.

Holos Integrated Wealth first reported a position in LRGF in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Holos Integrated Wealth held 1,600 shares of iShares US Equity Factor ETF worth $121K as of Q2 2026.
  • Holos Integrated Wealth left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up 0.06% of Holos Integrated Wealth's portfolio in Q2 2026, its #113 holding.
  • Holos Integrated Wealth first reported a position in iShares US Equity Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.