Jones Financial Companies
LRGF icon

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

Jones Financial Companies’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
Q1 		$9.36M Buy
145,241
+9,834
+7% +$675K ﹤0.01% 848
2025
Q4 		$9.4M Buy
135,407
+13,967
+12% +$968K 0.01% 471
2025
Q3 		$8.35M Buy
121,440
+11,558
+11% +$768K 0.01% 442
2025
Q2 		$7M Buy
109,882
+3,774
+4% +$224K 0.01% 422
2025
Q1 		$6.1M Buy
106,108
+9,089
+9% +$554K 0.01% 381
2024
Q4 		$5.86M Buy
97,019
+19,477
+25% +$1.18M 0.01% 336
2024
Q3 		$4.54M Buy
77,542
+43,068
+125% +$2.44M ﹤0.01% 305
2024
Q2 		$1.92M Buy
+34,474
New +$1.85M ﹤0.01% 320

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.06B AUM 19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return