Retirement Planning Group (Kansas)’s iShares US Equity Factor ETF LRGF Stock Holding History

Retirement Planning Group (Kansas)’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	$423K	Buy	6,415 +2	+0%	+$137	0.01%	334
2025 Q4	$445K	Sell	6,413 -3,572	-36%	-$247K	0.01%	286
2025 Q3	$690K	Buy	9,985 +90	+0.9%	+$5.98K	0.02%	223
2025 Q2	$635K	Sell	9,895 -37	-0.4%	-$2.19K	0.03%	193
2025 Q1	$575K	Sell	9,932 -2,677	-21%	-$163K	0.03%	186
2024 Q4	$761K	Buy	12,609 +3,614	+40%	+$220K	0.04%	153
2024 Q3	$529K	Hold	8,995	–	–	0.03%	174
2024 Q2	$501K	Hold	8,995	–	–	0.03%	156
2024 Q1	$484K	Hold	8,995	–	–	0.04%	144
2023 Q4	$434K	Hold	8,995	–	–	0.04%	121
2023 Q3	$390K	Hold	8,995	–	–	0.04%	111
2023 Q2	$401K	Sell	8,995 -80	-0.9%	-$3.37K	0.04%	115
2023 Q1	$376K	Hold	9,075	–	–	0.04%	106
2022 Q4	$354K	Sell	9,075 -1,476	-14%	-$57.7K	0.04%	104
2022 Q3	$382K	Sell	10,551 -329	-3%	-$13.2K	0.05%	97
2022 Q2	$412K	Buy	10,880 +224	+2%	+$9.2K	0.05%	83
2022 Q1	$474K	Hold	10,656	–	–	0.05%	71
2021 Q4	$496K	Sell	10,656 -3,233	-23%	-$145K	0.05%	70
2021 Q3	$585K	Sell	13,889 -584	-4%	-$25.5K	0.07%	53
2021 Q2	$620K	Sell	14,473 -1,171	-7%	-$49.5K	0.07%	57
2021 Q1	$636K	Sell	15,644 -192	-1%	-$7.54K	0.09%	43
2020 Q4	$597K	Buy	15,836 +1,351	+9%	+$48.1K	0.09%	43
2020 Q3	$481K	Sell	14,485 -1,061	-7%	-$34.8K	0.08%	45
2020 Q2	$483K	Sell	15,546 -13,137	-46%	-$390K	0.09%	45
2020 Q1	$759K	Sell	28,683 -25,864	-47%	-$833K	0.18%	29
2019 Q4	$1.88M	Sell	54,547 -4,472	-8%	-$148K	0.37%	24
2019 Q3	$1.88M	Sell	59,019 -360,330	-86%	-$11.5M	0.4%	22
2019 Q2	$13.3M	Buy	419,349 +22,614	+6%	+$706K	3.02%	10
2019 Q1	$12.3M	Buy	396,735 +44,495	+13%	+$1.35M	2.97%	10
2018 Q4	$9.81M	Buy	+352,240	New	+$10.8M	2.62%	10

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

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

Retirement Planning Group (Kansas)'s LRGF Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its iShares US Equity Factor ETF (LRGF) stake by 0.03% in Q1 2026, buying an estimated $137 and bringing the position to 6,415 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #334.

Retirement Planning Group (Kansas) first reported a position in LRGF in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.3M in Q2 2019. 243 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

Retirement Planning Group (Kansas) held 6,415 shares of iShares US Equity Factor ETF worth $423K as of Q1 2026.
Retirement Planning Group (Kansas) bought 2 iShares US Equity Factor ETF shares in Q1 2026, an estimated $137.
iShares US Equity Factor ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #334 holding.
Retirement Planning Group (Kansas) first reported a position in iShares US Equity Factor ETF in Q4 2018 and has held it in 30 quarters since.
Retirement Planning Group (Kansas)'s iShares US Equity Factor ETF position peaked at $13.3M in Q2 2019.
243 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.