ORG Partners’s iShares US Equity Factor ETF LRGF Stock Holding History

ORG Partners’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	$22.2K	Buy	319 +1	+0.3%	+$69	﹤0.01%	776
2025 Q3	$22K	Buy	318 +1	+0.3%	+$66	﹤0.01%	774
2025 Q2	$20.4K	Buy	317 +1	+0.3%	+$59	﹤0.01%	755
2025 Q1	$18.4K	Sell	316 -451	-59%	-$27.5K	﹤0.01%	703
2024 Q4	$46.3K	Buy	767 +1	+0.1%	+$61	0.01%	567
2024 Q3	$45.1K	Buy	766 +1	+0.1%	+$57	0.01%	532
2024 Q2	$42.7K	Buy	+765	New	+$41.1K	0.01%	841
2024 Q1	–	Sell	-838	Closed	-$40.5K	–	852
2023 Q4	$40.5K	Buy	838 +529	+171%	+$23.8K	0.01%	567
2023 Q3	$13.4K	Sell	309 -443	-59%	-$19.9K	﹤0.01%	778
2023 Q2	$33.6K	Buy	+752	New	+$31.7K	0.01%	763

Other funds holding LRGF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

ORG Partners's LRGF Position: Q4 2025 in Review

ORG Partners increased its iShares US Equity Factor ETF (LRGF) stake by 0.31% in Q4 2025, buying an estimated $69 and bringing the position to 319 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

ORG Partners first reported a position in LRGF in Q2 2023 and has held it in 10 quarters since. The position peaked at $46.3K in Q4 2024. 236 funds tracked by Wall St. Rank hold LRGF as of Q4 2025.

ORG Partners held 319 shares of iShares US Equity Factor ETF worth $22.2K as of Q4 2025.
ORG Partners bought 1 iShares US Equity Factor ETF share in Q4 2025, an estimated $69.
iShares US Equity Factor ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #776 holding.
ORG Partners first reported a position in iShares US Equity Factor ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's iShares US Equity Factor ETF position peaked at $46.3K in Q4 2024.
236 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.