PS
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Planned Solutions’s iShares US Equity Factor ETF LRGF Stock Holding History

Planned Solutions’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 		$1.28M Buy
16,984
+530
+3% +$38.8K 0.37% 38
2026
Q1 		$1.09M Buy
16,454
+428
+3% +$29.4K 0.36% 37
2025
Q4 		$1.11M Sell
16,026
-2,820
-15% -$195K 0.36% 37
2025
Q3 		$1.3M Sell
18,846
-339
-2% -$22.5K 0.45% 34
2025
Q2 		$1.23M Buy
19,185
+233
+1% +$13.8K 0.47% 31
2025
Q1 		$1.1M Buy
18,952
+1,588
+9% +$96.8K 0.44% 32
2024
Q4 		$1.05M Sell
17,364
-606
-3% -$36.8K 0.42% 31
2024
Q3 		$1.06M Buy
17,970
+2,275
+14% +$129K 0.42% 26
2024
Q2 		$874K Buy
15,695
+492
+3% +$26.4K 0.42% 29
2024
Q1 		$818K Buy
15,203
+399
+3% +$20.3K 0.4% 30
2023
Q4 		$715K Buy
14,804
+1,170
+9% +$52.7K 0.33% 31
2023
Q3 		$591K Sell
13,634
-563
-4% -$25.2K 0.36% 33
2023
Q2 		$633K Buy
14,197
+401
+3% +$16.9K 0.37% 34
2023
Q1 		$572K Sell
13,796
-70
-0.5% -$2.85K 0.36% 36
2022
Q4 		$541K Buy
13,866
+164
+1% +$6.42K 0.4% 34
2022
Q3 		$496K Buy
13,702
+51
+0.4% +$2.05K 0.41% 32
2022
Q2 		$517K Buy
13,651
+922
+7% +$37.9K 0.48% 30
2022
Q1 		$566K Sell
12,729
-81
-0.6% -$3.56K 0.4% 32
2021
Q4 		$596K Buy
+12,810
New +$573K 0.4% 35
2021
Q2 		$514K Buy
12,011
+1,346
+13% +$56.9K 0.36% 36
2021
Q1 		$433K Buy
10,665
+1,342
+14% +$52.7K 0.34% 36
2020
Q4 		$351K Sell
9,323
-88
-0.9% -$3.13K 0.28% 37
2020
Q3 		$312K Buy
+9,411
New +$309K 0.3% 36

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

Planned Solutions's LRGF Position: Q2 2026 in Review

Planned Solutions increased its iShares US Equity Factor ETF (LRGF) stake by 3.2% in Q2 2026, buying an estimated $38.8K and bringing the position to 16,984 shares worth $1.28M. The position accounts for 0.37% of the portfolio, ranked #38.

Planned Solutions first reported a position in LRGF in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.3M in Q3 2025. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Planned Solutions held 16,984 shares of iShares US Equity Factor ETF worth $1.28M as of Q2 2026.
  • Planned Solutions bought 530 iShares US Equity Factor ETF shares in Q2 2026, an estimated $38.8K.
  • iShares US Equity Factor ETF made up 0.37% of Planned Solutions's portfolio in Q2 2026, its #38 holding.
  • Planned Solutions first reported a position in iShares US Equity Factor ETF in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's iShares US Equity Factor ETF position peaked at $1.3M in Q3 2025.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.