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 Q3	$398K	Sell	5,116 -44,913	-90%	-$3.48M	0.05%	134
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

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return

Physician Wealth Advisors's LRGF Position: Q3 2026 in Review

Physician Wealth Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 90% in Q3 2026, selling an estimated $3.48M and leaving 5,116 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #134.

Physician Wealth Advisors first reported a position in LRGF in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.78M in Q2 2026. 90 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

Physician Wealth Advisors held 5,116 shares of iShares US Equity Factor ETF worth $398K as of Q3 2026.
Physician Wealth Advisors sold 44,913 iShares US Equity Factor ETF shares in Q3 2026, an estimated $3.48M.
iShares US Equity Factor ETF made up 0.05% of Physician Wealth Advisors's portfolio in Q3 2026, its #134 holding.
Physician Wealth Advisors first reported a position in iShares US Equity Factor ETF in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Advisors's iShares US Equity Factor ETF position peaked at $3.78M in Q2 2026.
90 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.