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Kaydan Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Kaydan 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
Q3 		$908K Sell
11,666
-397
-3% -$30.7K 0.31% 46
2026
Q2 		$912K Buy
12,063
+40
+0.3% +$2.93K 0.28% 48
2026
Q1 		$794K Sell
12,023
-345
-3% -$23.7K 0.27% 49
2025
Q4 		$859K Sell
12,368
-509
-4% -$35.3K 0.25% 46
2025
Q3 		$890K Sell
12,877
-73
-0.6% -$4.85K 0.25% 49
2025
Q2 		$830K Sell
12,950
-990
-7% -$58.7K 0.27% 47
2025
Q1 		$807K Sell
13,940
-860
-6% -$52.4K 0.26% 43
2024
Q4 		$893K Sell
14,800
-1,197
-7% -$72.7K 0.3% 40
2024
Q3 		$940K Sell
15,997
-160
-1% -$9.06K 0.28% 39
2024
Q2 		$900K Sell
16,157
-224
-1% -$12K 0.32% 39
2024
Q1 		$881K Sell
16,381
-389
-2% -$19.8K 0.3% 40
2023
Q4 		$810K Sell
16,770
-198
-1% -$8.92K 0.33% 40
2023
Q3 		$735K Sell
16,968
-610
-3% -$27.4K 0.29% 37
2023
Q2 		$783K Sell
17,578
-50
-0.3% -$2.11K 0.33% 33
2023
Q1 		$731K Sell
17,628
-26,711
-60% -$1.09M 0.3% 32
2022
Q4 		$1.73M Sell
44,339
-13,754
-24% -$538K 0.69% 17
2022
Q3 		$2.1M Sell
58,093
-2,893
-5% -$116K 1.16% 9
2022
Q2 		$2.31M Sell
60,986
-2,667
-4% -$110K 1.29% 9
2022
Q1 		$2.83M Sell
63,653
-2,080
-3% -$91.3K 1.25% 15
2021
Q4 		$3.06M Buy
+65,733
New +$2.94M 1.16% 16

Other funds holding LRGF

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Kaydan Wealth Management's LRGF Position: Q3 2026 in Review

Kaydan Wealth Management reduced its iShares US Equity Factor ETF (LRGF) stake by 3.3% in Q3 2026, selling an estimated $30.7K and leaving 11,666 shares worth $908K. The position accounts for 0.31% of the portfolio, ranked #46.

Kaydan Wealth Management first reported a position in LRGF in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.06M in Q4 2021. 12 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • Kaydan Wealth Management held 11,666 shares of iShares US Equity Factor ETF worth $908K as of Q3 2026.
  • Kaydan Wealth Management sold 397 iShares US Equity Factor ETF shares in Q3 2026, an estimated $30.7K.
  • iShares US Equity Factor ETF made up 0.31% of Kaydan Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Kaydan Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2021 and has held it in 20 quarters since.
  • Kaydan Wealth Management's iShares US Equity Factor ETF position peaked at $3.06M in Q4 2021.
  • 12 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.