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

JNBA Financial 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 		$122K Hold
1,615
– – 0.01% 230
2026
Q1 		$107K Hold
1,615
– – 0.01% 229
2025
Q4 		$112K Hold
1,615
– – 0.01% 230
2025
Q3 		$112K Hold
1,615
– – 0.01% 217
2025
Q2 		$104K Buy
+1,615
New +$95.8K 0.01% 218

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

JNBA Financial Advisors's LRGF Position: Q2 2026 in Review

JNBA Financial Advisors held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 1,615 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #230.

JNBA Financial Advisors first reported a position in LRGF in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • JNBA Financial Advisors held 1,615 shares of iShares US Equity Factor ETF worth $122K as of Q2 2026.
  • JNBA Financial Advisors left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #230 holding.
  • JNBA Financial Advisors first reported a position in iShares US Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.