MWM
LRGF icon

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

Maimon 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 		$2.4M Buy
31,705
+3,800
+14% +$278K 1.85% 18
2026
Q1 		$1.79M Buy
27,905
+6,465
+30% +$444K 1.57% 22
2025
Q4 		$1.49M Buy
+21,440
New +$1.49M 1.38% 26

Other funds holding LRGF

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

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

Maimon Wealth Management increased its iShares US Equity Factor ETF (LRGF) stake by 14% in Q2 2026, buying an estimated $278K and bringing the position to 31,705 shares worth $2.4M. The position accounts for 1.85% of the portfolio, ranked #18.

Maimon Wealth Management first reported a position in LRGF in Q4 2025 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Maimon Wealth Management held 31,705 shares of iShares US Equity Factor ETF worth $2.4M as of Q2 2026.
  • Maimon Wealth Management bought 3,800 iShares US Equity Factor ETF shares in Q2 2026, an estimated $278K.
  • iShares US Equity Factor ETF made up 1.85% of Maimon Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Maimon Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Maimon Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.