JWA
LRGF icon

JFS Wealth Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

JFS Wealth Advisors’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 		$195K Sell
2,582
-989
-28% -$72.4K 0.01% 342
2026
Q1 		$236K Sell
3,571
-5,457
-60% -$375K 0.01% 305
2025
Q4 		$627K Sell
9,028
-490
-5% -$33.9K 0.04% 207
2025
Q3 		$657K Sell
9,518
-12,566
-57% -$835K 0.04% 199
2025
Q2 		$1.42M Sell
22,084
-1,797
-8% -$107K 0.09% 124
2025
Q1 		$1.38M Sell
23,881
-38,376
-62% -$2.34M 0.09% 121
2024
Q4 		$3.76M Buy
62,257
+1,040
+2% +$63.2K 0.26% 62
2024
Q3 		$3.6M Buy
61,217
+780
+1% +$44.2K 0.24% 66
2024
Q2 		$3.37M Sell
60,437
-849
-1% -$45.6K 0.27% 56
2024
Q1 		$3.3M Buy
61,286
+25,361
+71% +$1.29M 0.26% 57
2023
Q4 		$1.73M Buy
35,925
+27,840
+344% +$1.25M 0.15% 84
2023
Q3 		$350K Buy
8,085
+7,209
+823% +$323K 0.03% 168
2023
Q2 		$39K Buy
+876
New +$36.9K ﹤0.01% 404

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

JFS Wealth Advisors's LRGF Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 28% in Q2 2026, selling an estimated $72.4K and leaving 2,582 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #342.

JFS Wealth Advisors first reported a position in LRGF in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.76M in Q4 2024. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • JFS Wealth Advisors held 2,582 shares of iShares US Equity Factor ETF worth $195K as of Q2 2026.
  • JFS Wealth Advisors sold 989 iShares US Equity Factor ETF shares in Q2 2026, an estimated $72.4K.
  • iShares US Equity Factor ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #342 holding.
  • JFS Wealth Advisors first reported a position in iShares US Equity Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • JFS Wealth Advisors's iShares US Equity Factor ETF position peaked at $3.76M in Q4 2024.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.