LFG
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Larson Financial Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Larson Financial Group’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
2025
Q4 		– Sell
-66
Closed -$4.56K – 3586
2025
Q3 		$4.56K Buy
+66
New +$4.39K ﹤0.01% 2388
2025
Q2 		– Sell
-10
Closed -$579 – 3408
2025
Q1 		$579 Buy
+10
New +$610 ﹤0.01% 2534
2024
Q3 		– Sell
-359
Closed -$20K – 2738
2024
Q2 		$20K Buy
+359
New +$19.3K ﹤0.01% 1055
2021
Q4 		– Sell
-712
Closed -$30K – 1135
2021
Q3 		$30K Buy
+712
New +$31.1K 0.01% 382

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Larson Financial Group's LRGF Position: Q4 2025 in Review

Larson Financial Group sold out of iShares US Equity Factor ETF (LRGF) in Q4 2025, closing a stake of 66 shares — an estimated $4.56K sold.

Larson Financial Group first reported a position in LRGF in Q3 2021 and held it in 4 quarters. The position peaked at $30K in Q3 2021. 236 funds tracked by Wall St. Rank hold LRGF as of Q4 2025.

  • Larson Financial Group reported no remaining iShares US Equity Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 66 iShares US Equity Factor ETF shares in Q4 2025, an estimated $4.56K.
  • Larson Financial Group first reported a position in iShares US Equity Factor ETF in Q3 2021 and held it in 4 quarters.
  • Larson Financial Group's iShares US Equity Factor ETF position peaked at $30K in Q3 2021.
  • 236 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.