Pinnacle Wealth Planning Services
LRGF icon

Pinnacle Wealth Planning Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Pinnacle Wealth Planning Services’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 		$65.8K Hold
870
– – 0.01% 1101
2026
Q1 		$57.4K Hold
870
– – 0.01% 1121
2025
Q4 		$60.4K Buy
+870
New +$60.3K 0.01% 1072

Other funds holding LRGF

Strategic Financial Services
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Halbert Hargrove Global Advisors
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Tolleson Wealth Management
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's LRGF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 870 shares worth $65.8K. The position accounts for 0.01% of the portfolio, ranked #1101.

Pinnacle Wealth Planning Services first reported a position in LRGF in Q4 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 870 shares of iShares US Equity Factor ETF worth $65.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1101 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.