MCC
LRGF icon

Money Concepts Capital’s iShares US Equity Factor ETF LRGF Stock Holding History

Money Concepts Capital’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
2025
Q4 		– Sell
-2,921
Closed -$202K – 533
2025
Q3 		$202K Buy
+2,921
New +$194K 0.01% 457
2025
Q2 		– Sell
-4,430
Closed -$256K – 449
2025
Q1 		$256K Sell
4,430
-846
-16% -$51.6K 0.02% 375
2024
Q4 		$318K Sell
5,276
-4,639
-47% -$282K 0.02% 341
2024
Q3 		$583K Sell
9,915
-500
-5% -$28.3K 0.04% 278
2024
Q2 		$580K Sell
10,415
-799
-7% -$42.9K 0.05% 270
2024
Q1 		$603K Sell
11,214
-102
-0.9% -$5.18K 0.06% 267
2023
Q4 		$546K Sell
11,316
-260
-2% -$11.7K 0.05% 263
2023
Q3 		$602K Hold
11,576
– – 0.06% 235
2023
Q2 		$516K Sell
11,576
-12,427
-52% -$524K 0.05% 249
2023
Q1 		$976K Buy
24,003
+11,514
+92% +$468K 0.05% 223
2022
Q4 		$487K Sell
12,489
-260
-2% -$10.2K 0.02% 439
2022
Q3 		$462K Sell
12,749
-1,269
-9% -$50.9K 0.03% 305
2022
Q2 		$537K Sell
14,018
-533
-4% -$21.9K 0.05% 269
2022
Q1 		$647K Sell
14,551
-1,817
-11% -$79.8K 0.04% 379
2021
Q4 		$762K Buy
+16,368
New +$732K 0.06% 239
2021
Q1 		$898K Sell
22,093
-4,761
-18% -$187K 0.07% 225
2020
Q4 		$1.01M Buy
+26,854
New +$956K 0.09% 183

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 $4B AUM 10.86% 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
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Money Concepts Capital's LRGF Position: Q4 2025 in Review

Money Concepts Capital sold out of iShares US Equity Factor ETF (LRGF) in Q4 2025, closing a stake of 2,921 shares — an estimated $202K sold.

Money Concepts Capital first reported a position in LRGF in Q4 2020 and held it in 17 quarters. The position peaked at $1.01M in Q4 2020. 236 funds tracked by Wall St. Rank hold LRGF as of Q4 2025.

  • Money Concepts Capital reported no remaining iShares US Equity Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Money Concepts Capital sold 2,921 iShares US Equity Factor ETF shares in Q4 2025, an estimated $202K.
  • Money Concepts Capital first reported a position in iShares US Equity Factor ETF in Q4 2020 and held it in 17 quarters.
  • Money Concepts Capital's iShares US Equity Factor ETF position peaked at $1.01M in Q4 2020.
  • 236 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2025.

Based on Money Concepts Capital's 13F filing for Q4 2025, filed 4 Feb 2026.