Physician Wealth Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Physician Wealth Advisors’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	$3.78M	Buy	50,029 +707	+1%	+$51.7K	0.45%	37
2026 Q1	$3.26M	Buy	49,322 +1,592	+3%	+$109K	0.45%	37
2025 Q4	$3.31M	Buy	47,730 +2,022	+4%	+$140K	0.46%	39
2025 Q3	$3.16M	Buy	45,708 +6,459	+16%	+$429K	0.45%	40
2025 Q2	$2.52M	Buy	39,249 +925	+2%	+$54.9K	0.4%	45
2025 Q1	$2.22M	Sell	38,324 -1,863	-5%	-$114K	0.38%	44
2024 Q4	$2.43M	Buy	40,187 +1,152	+3%	+$70K	0.41%	40
2024 Q3	$2.33M	Buy	39,035 +105	+0.3%	+$5.94K	0.42%	37
2024 Q2	$2.25M	Buy	38,930 +2,052	+6%	+$110K	0.42%	41
2024 Q1	$1.9M	Buy	36,878 +1,035	+3%	+$52.6K	0.4%	42
2023 Q4	$1.77M	Buy	+35,843	New	+$1.61M	0.39%	41

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

Physician Wealth Advisors's LRGF Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 1.4% in Q2 2026, buying an estimated $51.7K and bringing the position to 50,029 shares worth $3.78M. The position accounts for 0.45% of the portfolio, ranked #37.

Physician Wealth Advisors first reported a position in LRGF in Q4 2023 and has held it in 11 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Physician Wealth Advisors held 50,029 shares of iShares US Equity Factor ETF worth $3.78M as of Q2 2026.
Physician Wealth Advisors bought 707 iShares US Equity Factor ETF shares in Q2 2026, an estimated $51.7K.
iShares US Equity Factor ETF made up 0.45% of Physician Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Physician Wealth Advisors first reported a position in iShares US Equity Factor ETF in Q4 2023 and has held it in 11 quarters since.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.