JGP Wealth Management
LRGF icon

JGP Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

JGP Wealth Management’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
Q3 		$1.08M Buy
13,908
+1,194
+9% +$92.4K 0.1% 112
2026
Q2 		$962K Buy
12,714
+2,392
+23% +$175K 0.09% 110
2026
Q1 		$681K Buy
10,322
+59
+0.6% +$4.05K 0.07% 126
2025
Q4 		$713K Buy
10,263
+2,446
+31% +$169K 0.07% 126
2025
Q3 		$542K Buy
7,817
+1,977
+34% +$131K 0.06% 135
2025
Q2 		$375K Buy
5,840
+405
+7% +$24K 0.05% 151
2025
Q1 		$315K Buy
5,435
+739
+16% +$45K 0.04% 152
2024
Q4 		$283K Buy
4,696
+256
+6% +$15.6K 0.04% 159
2024
Q3 		$261K Buy
4,440
+433
+11% +$24.5K 0.03% 159
2024
Q2 		$223K Buy
+4,007
New +$215K 0.03% 160

Other funds holding LRGF

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Cora Capital Advisors
Cora Capital Advisors Marlton, New Jersey $379M AUM 21.59% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

JGP Wealth Management's LRGF Position: Q3 2026 in Review

JGP Wealth Management increased its iShares US Equity Factor ETF (LRGF) stake by 9.4% in Q3 2026, buying an estimated $92.4K and bringing the position to 13,908 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #112.

JGP Wealth Management first reported a position in LRGF in Q2 2024 and has held it in 10 quarters since. 108 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • JGP Wealth Management held 13,908 shares of iShares US Equity Factor ETF worth $1.08M as of Q3 2026.
  • JGP Wealth Management bought 1,194 iShares US Equity Factor ETF shares in Q3 2026, an estimated $92.4K.
  • iShares US Equity Factor ETF made up 0.1% of JGP Wealth Management's portfolio in Q3 2026, its #112 holding.
  • JGP Wealth Management first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 10 quarters since.
  • 108 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.