KWM
LRGF icon

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

Kingsview 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 		$5.38M Sell
71,199
-1,389
-2% -$102K 0.07% 276
2026
Q1 		$4.79M Buy
72,588
+3,893
+6% +$267K 0.07% 303
2025
Q4 		$4.77M Sell
68,695
-1,256
-2% -$87K 0.07% 286
2025
Q3 		$4.83M Buy
69,951
+2,754
+4% +$183K 0.07% 274
2025
Q2 		$4.31M Sell
67,197
-775
-1% -$46K 0.07% 274
2025
Q1 		$3.93M Sell
67,972
-1,118
-2% -$68.2K 0.07% 255
2024
Q4 		$4.17M Buy
69,090
+1,003
+1% +$60.9K 0.08% 232
2024
Q3 		$4M Sell
68,087
-55,709
-45% -$3.15M 0.08% 229
2024
Q2 		$6.89M Buy
123,796
+55,504
+81% +$2.98M 0.16% 139
2024
Q1 		$3.67M Sell
68,292
-25,200
-27% -$1.28M 0.09% 209
2023
Q4 		$4.51M Buy
93,492
+20,847
+29% +$939K 0.13% 164
2023
Q3 		$3.15M Buy
72,645
+2,178
+3% +$97.7K 0.11% 198
2023
Q2 		$3.14M Buy
70,467
+5,304
+8% +$224K 0.12% 183
2023
Q1 		$2.7M Buy
65,163
+1,010
+2% +$41.1K 0.11% 193
2022
Q4 		$2.5M Buy
64,153
+43,362
+209% +$1.7M 0.11% 209
2022
Q3 		$753K Buy
+20,791
New +$834K 0.04% 398

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
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
PL
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

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

Kingsview Wealth Management reduced its iShares US Equity Factor ETF (LRGF) stake by 1.9% in Q2 2026, selling an estimated $102K and leaving 71,199 shares worth $5.38M. The position accounts for 0.07% of the portfolio, ranked #276.

Kingsview Wealth Management first reported a position in LRGF in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.89M in Q2 2024. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Kingsview Wealth Management held 71,199 shares of iShares US Equity Factor ETF worth $5.38M as of Q2 2026.
  • Kingsview Wealth Management sold 1,389 iShares US Equity Factor ETF shares in Q2 2026, an estimated $102K.
  • iShares US Equity Factor ETF made up 0.07% of Kingsview Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Kingsview Wealth Management first reported a position in iShares US Equity Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • Kingsview Wealth Management's iShares US Equity Factor ETF position peaked at $6.89M in Q2 2024.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.