KM Capital Management’s iShares US Equity Factor ETF LRGF Stock Holding History

KM Capital 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	$6.76M	Buy	89,411 +118	+0.1%	+$8.63K	3.18%	9
2026 Q1	$6.61M	Sell	89,293 -1,289	-1%	-$88.5K	4.45%	7
2025 Q4	$6.29M	Buy	90,582 +206	+0.2%	+$14.3K	3.21%	8
2025 Q3	$6.24M	Sell	90,376 -1,610	-2%	-$107K	2.89%	9
2025 Q2	$5.9M	Buy	91,986 +39,359	+75%	+$2.33M	2.91%	8
2025 Q1	$3.05M	Buy	52,627 +2,362	+5%	+$144K	1.64%	17
2024 Q4	$3.03M	Buy	50,265 +6,775	+16%	+$412K	1.57%	15
2024 Q3	$2.56M	Buy	43,490 +37,094	+580%	+$2.1M	1.37%	16
2024 Q2	$356K	Buy	+6,396	New	+$344K	0.18%	37

Other funds holding LRGF

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

KM Capital Management's LRGF Position: Q2 2026 in Review

KM Capital Management increased its iShares US Equity Factor ETF (LRGF) stake by 0.13% in Q2 2026, buying an estimated $8.63K and bringing the position to 89,411 shares worth $6.76M. The position accounts for 3.18% of the portfolio, ranked #9.

KM Capital Management first reported a position in LRGF in Q2 2024 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

KM Capital Management held 89,411 shares of iShares US Equity Factor ETF worth $6.76M as of Q2 2026.
KM Capital Management bought 118 iShares US Equity Factor ETF shares in Q2 2026, an estimated $8.63K.
iShares US Equity Factor ETF made up 3.18% of KM Capital Management's portfolio in Q2 2026, its #9 holding.
KM Capital Management first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 9 quarters since.
251 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.