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

Keebeck 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	$207K	Buy	+2,739	New	+$200K	0.02%	454
2021 Q3	–	Sell	-316,215	Closed	-$13.5M	–	234
2021 Q2	$13.5M	Sell	316,215 -86,442	-21%	-$3.66M	1.95%	12
2021 Q1	$16.4M	Sell	402,657 -984	-0.2%	-$38.7K	2.54%	7
2020 Q4	$15.2M	Buy	403,641 +20,251	+5%	+$721K	2.65%	8
2020 Q3	$12.7M	Buy	383,390 +380,651	+13,897%	+$12.5M	2.63%	10
2020 Q2	$85K	Buy	+2,739	New	+$81.3K	0.03%	186

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

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

Keebeck Wealth Management opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 2,739 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #454 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in LRGF as recently as Q2 2021.

Keebeck Wealth Management first reported a position in LRGF in Q2 2020 and has held it in 6 quarters since. The position peaked at $16.4M in Q1 2021. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Keebeck Wealth Management held 2,739 shares of iShares US Equity Factor ETF worth $207K as of Q2 2026.
iShares US Equity Factor ETF was a new Keebeck Wealth Management position in Q2 2026.
iShares US Equity Factor ETF made up 0.02% of Keebeck Wealth Management's portfolio in Q2 2026, its #454 holding.
Keebeck Wealth Management first reported a position in iShares US Equity Factor ETF in Q2 2020 and has held it in 6 quarters since.
Keebeck Wealth Management's iShares US Equity Factor ETF position peaked at $16.4M in Q1 2021.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.