Joule Financial
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

Strategic Financial Services
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Tolleson Wealth Management
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 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. 256 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.
  • 256 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.