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

MONECO 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 		$1.42M Buy
18,822
+15
+0.1% +$1.1K 0.09% 219
2026
Q1 		$1.24M Sell
18,807
-3,801
-17% -$261K 0.1% 186
2025
Q4 		$1.57M Buy
22,608
+35
+0.2% +$2.42K 0.12% 160
2025
Q3 		$1.56M Sell
22,573
-4,336
-16% -$288K 0.13% 154
2025
Q2 		$1.73M Sell
26,909
-507
-2% -$30.1K 0.16% 138
2025
Q1 		$1.59M Buy
27,416
+74
+0.3% +$4.51K 0.16% 133
2024
Q4 		$1.65M Buy
27,342
+179
+0.7% +$10.9K 0.17% 125
2024
Q3 		$1.6M Sell
27,163
-631
-2% -$35.7K 0.2% 121
2024
Q2 		$1.55M Buy
27,794
+608
+2% +$32.7K 0.23% 108
2024
Q1 		$1.46M Buy
27,186
+8,993
+49% +$457K 0.23% 113
2023
Q4 		$879K Buy
+18,193
New +$819K 0.17% 150

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

MONECO Advisors's LRGF Position: Q2 2026 in Review

MONECO Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 0.08% in Q2 2026, buying an estimated $1.1K and bringing the position to 18,822 shares worth $1.42M. The position accounts for 0.09% of the portfolio, ranked #219.

MONECO Advisors first reported a position in LRGF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q2 2025. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • MONECO Advisors held 18,822 shares of iShares US Equity Factor ETF worth $1.42M as of Q2 2026.
  • MONECO Advisors bought 15 iShares US Equity Factor ETF shares in Q2 2026, an estimated $1.1K.
  • iShares US Equity Factor ETF made up 0.09% of MONECO Advisors's portfolio in Q2 2026, its #219 holding.
  • MONECO Advisors first reported a position in iShares US Equity Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • MONECO Advisors's iShares US Equity Factor ETF position peaked at $1.73M in Q2 2025.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.