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 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

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Kaydan Wealth Management's LRGF Position: Q2 2026 in Review

Kaydan Wealth Management increased its iShares US Equity Factor ETF (LRGF) stake by 0.33% in Q2 2026, buying an estimated $2.93K and bringing the position to 12,063 shares worth $912K. The position accounts for 0.28% of the portfolio, ranked #48.

Kaydan Wealth Management first reported a position in LRGF in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.06M in Q4 2021. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Kaydan Wealth Management held 12,063 shares of iShares US Equity Factor ETF worth $912K as of Q2 2026.
Kaydan Wealth Management bought 40 iShares US Equity Factor ETF shares in Q2 2026, an estimated $2.93K.
iShares US Equity Factor ETF made up 0.28% of Kaydan Wealth Management's portfolio in Q2 2026, its #48 holding.
Kaydan Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2021 and has held it in 19 quarters since.
Kaydan Wealth Management's iShares US Equity Factor ETF position peaked at $3.06M in Q4 2021.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.