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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
Q2 		$9.49K Hold
126
– – ﹤0.01% 1510
2026
Q1 		$8.29K 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

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
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

Mather Group's LRGF Position: Q2 2026 in Review

Mather Group held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 126 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Mather Group first reported a position in LRGF in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.23M in Q1 2023. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Mather Group held 126 shares of iShares US Equity Factor ETF worth $9.49K as of Q2 2026.
  • Mather Group left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1510 holding.
  • Mather Group first reported a position in iShares US Equity Factor ETF in Q3 2022 and has held it in 12 quarters since.
  • Mather Group's iShares US Equity Factor ETF position peaked at $1.23M in Q1 2023.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.