Partners in Financial Planning’s iShares US Equity Factor ETF LRGF Stock Holding History

Partners in Financial Planning’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	$1.43M	Buy	18,948 +31	+0.2%	+$2.27K	0.22%	41
2026 Q1	$1.25M	Sell	18,917 -263	-1%	-$18.1K	0.21%	42
2025 Q4	$1.33M	Sell	19,180 -15	-0.1%	-$1.04K	0.23%	43
2025 Q3	$1.33M	Sell	19,195 -254	-1%	-$16.9K	0.23%	43
2025 Q2	$1.25M	Sell	19,449 -565	-3%	-$33.5K	0.23%	43
2025 Q1	$1.16M	Sell	20,014 -463	-2%	-$28.2K	0.23%	42
2024 Q4	$1.24M	Sell	20,477 -1,732	-8%	-$105K	0.25%	40
2024 Q3	$1.31M	Sell	22,209 -231	-1%	-$13.1K	0.26%	40
2024 Q2	$1.25M	Sell	22,440 -8,779	-28%	-$472K	0.27%	40
2024 Q1	$1.68M	Buy	31,219 +79	+0.3%	+$4.01K	0.37%	31
2023 Q4	$1.5M	Buy	31,140 +215	+0.7%	+$9.68K	0.35%	33
2023 Q3	$1.34M	Sell	30,925 -1,372	-4%	-$61.5K	0.34%	35
2023 Q2	$1.44M	Sell	32,297 -146	-0.5%	-$6.16K	0.37%	34
2023 Q1	$1.34M	Buy	32,443 +122	+0.4%	+$4.96K	0.35%	35
2022 Q4	$1.25M	Buy	32,321 +10	+0%	+$391	0.35%	36
2022 Q3	$1.3M	Buy	32,311 +158	+0.5%	+$6.34K	0.37%	31
2022 Q2	$1.33M	Sell	32,153 -132	-0.4%	-$5.42K	0.42%	24
2022 Q1	$1.39M	Buy	32,285 +109	+0.3%	+$4.79K	0.44%	23
2021 Q4	$1.4M	Sell	32,176 -2,164	-6%	-$96.8K	0.43%	27
2021 Q3	$1.45M	Sell	34,340 -603	-2%	-$26.4K	0.45%	26
2021 Q2	$1.5M	Buy	+34,943	New	+$1.48M	0.47%	26

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 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

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

Partners in Financial Planning's LRGF Position: Q2 2026 in Review

Partners in Financial Planning increased its iShares US Equity Factor ETF (LRGF) stake by 0.16% in Q2 2026, buying an estimated $2.27K and bringing the position to 18,948 shares worth $1.43M. The position accounts for 0.22% of the portfolio, ranked #41.

Partners in Financial Planning first reported a position in LRGF in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.68M in Q1 2024. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Partners in Financial Planning held 18,948 shares of iShares US Equity Factor ETF worth $1.43M as of Q2 2026.
Partners in Financial Planning bought 31 iShares US Equity Factor ETF shares in Q2 2026, an estimated $2.27K.
iShares US Equity Factor ETF made up 0.22% of Partners in Financial Planning's portfolio in Q2 2026, its #41 holding.
Partners in Financial Planning first reported a position in iShares US Equity Factor ETF in Q2 2021 and has held it in 21 quarters since.
Partners in Financial Planning's iShares US Equity Factor ETF position peaked at $1.68M in Q1 2024.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.