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LifeGoal Wealth Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

LifeGoal Wealth Advisors’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 		$22.4M Buy
295,859
+45,518
+18% +$3.33M 10.24% 2
2026
Q1 		$16.6M Buy
250,341
+36,263
+17% +$2.49M 9.52% 1
2025
Q4 		$14.9M Buy
214,078
+41,154
+24% +$2.85M 9.9% 1
2025
Q3 		$12M Buy
172,924
+17,568
+11% +$1.17M 9.93% 1
2025
Q2 		$9.96M Buy
155,356
+39,542
+34% +$2.35M 9.47% 2
2025
Q1 		$6.7M Buy
115,814
+55,727
+93% +$3.4M 7.24% 3
2024
Q4 		$3.63M Buy
+60,087
New +$3.65M 3.93% 8

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
PL
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
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

LifeGoal Wealth Advisors's LRGF Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 18% in Q2 2026, buying an estimated $3.33M and bringing the position to 295,859 shares worth $22.4M. The position accounts for 10.24% of the portfolio, ranked #2.

LifeGoal Wealth Advisors first reported a position in LRGF in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • LifeGoal Wealth Advisors held 295,859 shares of iShares US Equity Factor ETF worth $22.4M as of Q2 2026.
  • LifeGoal Wealth Advisors bought 45,518 iShares US Equity Factor ETF shares in Q2 2026, an estimated $3.33M.
  • iShares US Equity Factor ETF made up 10.24% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • LifeGoal Wealth Advisors first reported a position in iShares US Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.