PWPS
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
Q1 		$57.4K Hold
870
– – 0.01% 1121
2025
Q4 		$60.4K Buy
+870
New +$60.3K 0.01% 1072

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 $2.31B AUM 21.64% 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

Pinnacle Wealth Planning Services's LRGF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its iShares US Equity Factor ETF (LRGF) position steady in Q1 2026 at 870 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #1121.

Pinnacle Wealth Planning Services first reported a position in LRGF in Q4 2025 and has held it in 2 quarters since. The position peaked at $60.4K in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 870 shares of iShares US Equity Factor ETF worth $57.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its iShares US Equity Factor ETF share count unchanged in Q1 2026.
  • iShares US Equity Factor ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1121 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's iShares US Equity Factor ETF position peaked at $60.4K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.