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Plancorp LLC’s iShares US Equity Factor ETF LRGF Stock Holding History

Plancorp LLC’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 		$159M Buy
2,091,989
+111,632
+6% +$8.17M 3.87% 8
2026
Q1 		$136M Buy
1,980,357
+115,280
+6% +$7.92M 3.87% 8
2025
Q4 		$129M Buy
1,865,077
+58,185
+3% +$4.03M 3.91% 8
2025
Q3 		$125M Buy
1,806,892
+63,979
+4% +$4.25M 3.92% 8
2025
Q2 		$112M Buy
1,742,913
+149,079
+9% +$8.84M 3.87% 7
2025
Q1 		$92.3M Buy
1,593,834
+78,002
+5% +$4.75M 3.66% 7
2024
Q4 		$91.5M Sell
1,515,832
-4,924
-0.3% -$299K 3.76% 8
2024
Q3 		$89.4M Buy
1,520,756
+29,425
+2% +$1.67M 3.65% 9
2024
Q2 		$83.1M Buy
1,491,331
+31,625
+2% +$1.7M 3.6% 9
2024
Q1 		$78.5M Buy
1,459,706
+21,405
+1% +$1.09M 3.41% 9
2023
Q4 		$69.5M Buy
1,438,301
+79,009
+6% +$3.56M 3.33% 8
2023
Q3 		$58.9M Buy
1,359,292
+46,214
+4% +$2.07M 3.15% 8
2023
Q2 		$58.5M Buy
1,313,078
+86,602
+7% +$3.65M 3.16% 8
2023
Q1 		$50.8M Buy
1,226,476
+14,508
+1% +$590K 2.86% 8
2022
Q4 		$47.3M Buy
1,211,968
+70,234
+6% +$2.75M 2.79% 8
2022
Q3 		$41.4M Buy
1,141,734
+237,662
+26% +$9.54M 2.76% 8
2022
Q2 		$34.3M Sell
904,072
-135,123
-13% -$5.55M 2.16% 11
2022
Q1 		$46.2M Buy
1,039,195
+86,069
+9% +$3.78M 3.01% 7
2021
Q4 		$44.4M Buy
953,126
+132,904
+16% +$5.95M 2.81% 7
2021
Q3 		$34.6M Buy
820,222
+120,674
+17% +$5.28M 2.39% 8
2021
Q2 		$30M Buy
699,548
+86,512
+14% +$3.66M 2.35% 8
2021
Q1 		$24.9M Buy
613,036
+420,216
+218% +$16.5M 5.49% 4
2020
Q4 		$7.26M Buy
192,820
+152,702
+381% +$5.44M 1.79% 14
2020
Q3 		$1.33M Buy
+40,118
New +$1.32M 0.4% 48

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Plancorp LLC's LRGF Position: Q2 2026 in Review

Plancorp LLC increased its iShares US Equity Factor ETF (LRGF) stake by 5.6% in Q2 2026, buying an estimated $8.17M and bringing the position to 2,091,989 shares worth $159M. The position accounts for 3.87% of the portfolio, ranked #8.

Plancorp LLC first reported a position in LRGF in Q3 2020 and has held it in 24 quarters since. 253 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Plancorp LLC held 2,091,989 shares of iShares US Equity Factor ETF worth $159M as of Q2 2026.
  • Plancorp LLC bought 111,632 iShares US Equity Factor ETF shares in Q2 2026, an estimated $8.17M.
  • iShares US Equity Factor ETF made up 3.87% of Plancorp LLC's portfolio in Q2 2026, its #8 holding.
  • Plancorp LLC first reported a position in iShares US Equity Factor ETF in Q3 2020 and has held it in 24 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.