NRW
LRGF icon

Nova R Wealth’s iShares US Equity Factor ETF LRGF Stock Holding History

Nova R Wealth’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 		$7.75M Buy
102,452
+68
+0.1% +$4.97K 2.26% 13
2026
Q1 		$6.76M Buy
102,384
+189
+0.2% +$13K 2.16% 13
2025
Q4 		$7.1M Buy
102,195
+1,359
+1% +$94.1K 2.59% 12
2025
Q3 		$6.97M Buy
100,836
+199
+0.2% +$13.2K 2.95% 11
2025
Q2 		$6.45M Buy
100,637
+258
+0.3% +$15.3K 3% 12
2025
Q1 		$5.81M Buy
100,379
+221
+0.2% +$13.5K 2.88% 12
2024
Q4 		$6.04M Buy
100,158
+259
+0.3% +$15.7K 3.05% 11
2024
Q3 		$5.87M Buy
99,899
+282
+0.3% +$16K 2.89% 11
2024
Q2 		$5.55M Buy
99,617
+205
+0.2% +$11K 2.86% 11
2024
Q1 		$5.35M Sell
99,412
-185
-0.2% -$9.4K 2.79% 11
2023
Q4 		$4.81M Buy
99,597
+664
+0.7% +$29.9K 3.03% 10
2023
Q3 		$4.29M Hold
98,933
– – 2.96% 10
2023
Q2 		$4.41M Buy
98,933
+273
+0.3% +$11.5K 2.95% 10
2023
Q1 		$4.09M Buy
98,660
+348
+0.4% +$14.2K 2.77% 10
2022
Q4 		$3.84M Buy
98,312
+1,100
+1% +$43K 2.81% 10
2022
Q3 		$3.52M Sell
97,212
-23,795
-20% -$955K 2.87% 11
2022
Q2 		$4.59M Sell
121,007
-5,407
-4% -$222K 3.77% 8
2022
Q1 		$5.62M Buy
126,414
+7,368
+6% +$324K 4.8% 6
2021
Q4 		$5.54M Buy
+119,046
New +$5.33M 4.48% 5

Other funds holding LRGF

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Nova R Wealth's LRGF Position: Q2 2026 in Review

Nova R Wealth increased its iShares US Equity Factor ETF (LRGF) stake by 0.07% in Q2 2026, buying an estimated $4.97K and bringing the position to 102,452 shares worth $7.75M. The position accounts for 2.26% of the portfolio, ranked #13.

Nova R Wealth first reported a position in LRGF in Q4 2021 and has held it in 19 quarters since. 39 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Nova R Wealth held 102,452 shares of iShares US Equity Factor ETF worth $7.75M as of Q2 2026.
  • Nova R Wealth bought 68 iShares US Equity Factor ETF shares in Q2 2026, an estimated $4.97K.
  • iShares US Equity Factor ETF made up 2.26% of Nova R Wealth's portfolio in Q2 2026, its #13 holding.
  • Nova R Wealth first reported a position in iShares US Equity Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.