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
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

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

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. 255 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.
  • 255 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.