JWM
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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
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

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

JGP Wealth Management's LRGF Position: Q2 2026 in Review

JGP Wealth Management increased its iShares US Equity Factor ETF (LRGF) stake by 23% in Q2 2026, buying an estimated $175K and bringing the position to 12,714 shares worth $962K. The position accounts for 0.09% of the portfolio, ranked #110.

JGP Wealth Management first reported a position in LRGF in Q2 2024 and has held it in 9 quarters since. 78 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • JGP Wealth Management held 12,714 shares of iShares US Equity Factor ETF worth $962K as of Q2 2026.
  • JGP Wealth Management bought 2,392 iShares US Equity Factor ETF shares in Q2 2026, an estimated $175K.
  • iShares US Equity Factor ETF made up 0.09% of JGP Wealth Management's portfolio in Q2 2026, its #110 holding.
  • JGP Wealth Management first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 9 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.