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LRGF icon

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

&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
2026
Q2 		$786K Buy
10,400
+315
+3% +$23K ﹤0.01% 1562
2026
Q1 		$666K Sell
10,085
-95
-0.9% -$6.52K ﹤0.01% 1532
2025
Q4 		$707K Sell
10,180
-6,653
-40% -$461K ﹤0.01% 1425
2025
Q3 		$1.16M Buy
16,833
+9,265
+122% +$616K 0.01% 1015
2025
Q2 		$481K Sell
7,568
-277
-4% -$16.4K ﹤0.01% 1383
2025
Q1 		$451K Buy
7,845
+682
+10% +$41.6K ﹤0.01% 1188
2024
Q4 		$438K Buy
7,163
+1,893
+36% +$115K 0.01% 1133
2024
Q3 		$310K Buy
5,270
+1,628
+45% +$92.2K 0.01% 1086
2024
Q2 		$203K Buy
+3,642
New +$196K 0.01% 850

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 $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
PL
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's LRGF Position: Q2 2026 in Review

&Partners increased its iShares US Equity Factor ETF (LRGF) stake by 3.1% in Q2 2026, buying an estimated $23K and bringing the position to 10,400 shares worth $786K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

&Partners first reported a position in LRGF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q3 2025. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • &Partners held 10,400 shares of iShares US Equity Factor ETF worth $786K as of Q2 2026.
  • &Partners bought 315 iShares US Equity Factor ETF shares in Q2 2026, an estimated $23K.
  • iShares US Equity Factor ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1562 holding.
  • &Partners first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 9 quarters since.
  • &Partners's iShares US Equity Factor ETF position peaked at $1.16M in Q3 2025.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.