Mather Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Mather 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
2026 Q3	$9.8K	Hold	126	–	–	﹤0.01%	1651
2026 Q2	$9.49K	Hold	126	–	–	﹤0.01%	1510
2026 Q1	$8.28K	Buy	+126	New	+$8.65K	﹤0.01%	1491
2025 Q4	–	Sell	-766	Closed	-$52.9K	–	1232
2025 Q3	$52.9K	Buy	+766	New	+$50.9K	﹤0.01%	895
2025 Q2	–	Sell	-765	Closed	-$44.3K	–	1257
2025 Q1	$44.3K	Hold	765	–	–	﹤0.01%	916
2024 Q4	$46.2K	Sell	765 -278	-27%	-$16.9K	﹤0.01%	890
2024 Q3	$61.3K	Sell	1,043 -773	-43%	-$43.8K	﹤0.01%	840
2024 Q2	$97.7K	Sell	1,816 -314	-15%	-$16.9K	﹤0.01%	815
2024 Q1	$103K	Buy	+2,130	New	+$108K	﹤0.01%	697
2023 Q3	–	Sell	-12,884	Closed	-$574K	–	586
2023 Q2	$574K	Sell	12,884 -16,882	-57%	-$712K	0.01%	322
2023 Q1	$1.23M	Sell	29,766 -416	-1%	-$16.9K	0.02%	191
2022 Q4	$1.18M	Buy	30,182 +2,883	+11%	+$113K	0.02%	187
2022 Q3	$989K	Buy	+27,299	New	+$1.1M	0.02%	198

Other funds holding LRGF

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return

Mather Group's LRGF Position: Q3 2026 in Review

Mather Group held its iShares US Equity Factor ETF (LRGF) position steady in Q3 2026 at 126 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Mather Group first reported a position in LRGF in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.23M in Q1 2023. 69 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

Mather Group held 126 shares of iShares US Equity Factor ETF worth $9.8K as of Q3 2026.
Mather Group left its iShares US Equity Factor ETF share count unchanged in Q3 2026.
iShares US Equity Factor ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1651 holding.
Mather Group first reported a position in iShares US Equity Factor ETF in Q3 2022 and has held it in 13 quarters since.
Mather Group's iShares US Equity Factor ETF position peaked at $1.23M in Q1 2023.
69 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.