JF
LRGF icon

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

Joule Financial’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 		$396K Buy
5,230
+943
+22% +$69K 0.11% 74
2026
Q1 		$283K Buy
+4,287
New +$294K 0.08% 97

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

Joule Financial's LRGF Position: Q2 2026 in Review

Joule Financial increased its iShares US Equity Factor ETF (LRGF) stake by 22% in Q2 2026, buying an estimated $69K and bringing the position to 5,230 shares worth $396K. The position accounts for 0.11% of the portfolio, ranked #74.

Joule Financial first reported a position in LRGF in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Joule Financial held 5,230 shares of iShares US Equity Factor ETF worth $396K as of Q2 2026.
  • Joule Financial bought 943 iShares US Equity Factor ETF shares in Q2 2026, an estimated $69K.
  • iShares US Equity Factor ETF made up 0.11% of Joule Financial's portfolio in Q2 2026, its #74 holding.
  • Joule Financial first reported a position in iShares US Equity Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.