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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
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 $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Partners in Financial Planning's LRGF Position: Q1 2026 in Review

Partners in Financial Planning reduced its iShares US Equity Factor ETF (LRGF) stake by 1.4% in Q1 2026, selling an estimated $18.1K and leaving 18,917 shares worth $1.25M. The position accounts for 0.21% of the portfolio, ranked #42.

Partners in Financial Planning first reported a position in LRGF in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.68M in Q1 2024. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Partners in Financial Planning held 18,917 shares of iShares US Equity Factor ETF worth $1.25M as of Q1 2026.
  • Partners in Financial Planning sold 263 iShares US Equity Factor ETF shares in Q1 2026, an estimated $18.1K.
  • iShares US Equity Factor ETF made up 0.21% of Partners in Financial Planning's portfolio in Q1 2026, its #42 holding.
  • Partners in Financial Planning first reported a position in iShares US Equity Factor ETF in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's iShares US Equity Factor ETF position peaked at $1.68M in Q1 2024.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.