IF
LRGF icon

Integrity Financial’s iShares US Equity Factor ETF LRGF Stock Holding History

Integrity Financial’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 		$45.1K Buy
596
+1
+0.2% +$73 0.02% 211
2026
Q1 		$39.3K Buy
595
+1
+0.2% +$69 0.02% 213
2025
Q4 		$41.2K Buy
594
+2
+0.3% +$139 0.02% 203
2025
Q3 		$40.9K Buy
592
+1
+0.2% +$66 0.02% 209
2025
Q2 		$37.9K Hold
591
– – 0.02% 204
2025
Q1 		$34.2K Hold
591
– – 0.02% 193
2024
Q4 		$35.7K Hold
591
– – 0.02% 180
2024
Q3 		$34.7K Hold
591
– – 0.02% 169
2024
Q2 		$32.9K Hold
591
– – 0.02% 168
2024
Q1 		$31.8K Hold
591
– – 0.02% 162
2023
Q4 		$28.5K Hold
591
– – 0.02% 152
2023
Q3 		$25.6K Buy
591
+439
+289% +$19.7K 0.02% 160
2023
Q2 		$6.77K Hold
152
– – ﹤0.01% 174
2023
Q1 		$6.3K Hold
152
– – 0.01% 182
2022
Q4 		$5.93K Hold
152
– – 0.01% 174
2022
Q3 		$6K Hold
152
– – 0.01% 169
2022
Q2 		$6K Sell
152
-145
-49% -$5.96K 0.01% 177
2022
Q1 		$13K Sell
297
-439
-60% -$19.3K 0.01% 154
2021
Q4 		$34K Buy
+736
New +$32.9K 0.03% 139

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

Integrity Financial's LRGF Position: Q2 2026 in Review

Integrity Financial increased its iShares US Equity Factor ETF (LRGF) stake by 0.17% in Q2 2026, buying an estimated $73 and bringing the position to 596 shares worth $45.1K. The position accounts for 0.02% of the portfolio, ranked #211.

Integrity Financial first reported a position in LRGF in Q4 2021 and has held it in 19 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Integrity Financial held 596 shares of iShares US Equity Factor ETF worth $45.1K as of Q2 2026.
  • Integrity Financial bought 1 iShares US Equity Factor ETF share in Q2 2026, an estimated $73.
  • iShares US Equity Factor ETF made up 0.02% of Integrity Financial's portfolio in Q2 2026, its #211 holding.
  • Integrity Financial first reported a position in iShares US Equity Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.