L.K. Benson & Company’s iShares US Equity Factor ETF LRGF Stock Holding History

L.K. Benson & Company’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	$312K	Sell	4,130 -849	-17%	-$62.1K	0.09%	98
2026 Q1	$329K	Buy	4,979 +7	+0.1%	+$481	0.11%	92
2025 Q4	$345K	Buy	4,972 +8	+0.2%	+$554	0.17%	89
2025 Q3	$343K	Buy	4,964 +6	+0.1%	+$399	0.18%	86
2025 Q2	$318K	Buy	4,958 +7	+0.1%	+$415	0.2%	83
2025 Q1	$287K	Buy	4,951 +5	+0.1%	+$305	0.2%	83
2024 Q4	$298K	Buy	+4,946	New	+$300K	0.21%	76

Other funds holding LRGF

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

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

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

L.K. Benson & Company's LRGF Position: Q2 2026 in Review

L.K. Benson & Company reduced its iShares US Equity Factor ETF (LRGF) stake by 17% in Q2 2026, selling an estimated $62.1K and leaving 4,130 shares worth $312K. The position accounts for 0.09% of the portfolio, ranked #98.

L.K. Benson & Company first reported a position in LRGF in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q4 2025. 72 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

L.K. Benson & Company held 4,130 shares of iShares US Equity Factor ETF worth $312K as of Q2 2026.
L.K. Benson & Company sold 849 iShares US Equity Factor ETF shares in Q2 2026, an estimated $62.1K.
iShares US Equity Factor ETF made up 0.09% of L.K. Benson & Company's portfolio in Q2 2026, its #98 holding.
L.K. Benson & Company first reported a position in iShares US Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's iShares US Equity Factor ETF position peaked at $345K in Q4 2025.
72 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.