RF
LRGF icon

RHS Financial’s iShares US Equity Factor ETF LRGF Stock Holding History

RHS Financial’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 		$4.66M Buy
70,651
+3,583
+5% +$246K 2.21% 15
2025
Q4 		$4.66M Buy
67,068
+1,601
+2% +$111K 2.27% 14
2025
Q3 		$4.52M Buy
65,467
+510
+0.8% +$33.9K 2.35% 11
2025
Q2 		$4.17M Buy
64,957
+13,133
+25% +$779K 2.37% 12
2025
Q1 		$3M Buy
51,824
+21,310
+70% +$1.3M 1.68% 18
2024
Q4 		$1.84M Buy
30,514
+4,451
+17% +$270K 0.95% 34
2024
Q3 		$1.53M Buy
26,063
+15,926
+157% +$902K 0.77% 38
2024
Q2 		$565K Sell
10,137
-27
-0.3% -$1.45K 0.35% 62
2024
Q1 		$547K Buy
10,164
+1,935
+24% +$98.3K 0.32% 67
2023
Q4 		$397K Sell
8,229
-265
-3% -$11.9K 0.25% 74
2023
Q3 		$368K Sell
8,494
-61
-0.7% -$2.74K 0.26% 69
2023
Q2 		$381K Sell
8,555
-272
-3% -$11.5K 0.28% 68
2023
Q1 		$366K Sell
8,827
-775
-8% -$31.5K 0.28% 67
2022
Q4 		$375K Sell
9,602
-12,012
-56% -$470K 0.3% 62
2022
Q3 		$783K Sell
21,614
-207
-0.9% -$8.31K 0.7% 39
2022
Q2 		$827K Buy
21,821
+7,409
+51% +$304K 0.68% 40
2022
Q1 		$641K Sell
14,412
-515
-3% -$22.6K 0.47% 43
2021
Q4 		$695K Sell
14,927
-2,854
-16% -$128K 0.48% 45
2021
Q3 		$749K Buy
17,781
+587
+3% +$25.7K 0.55% 47
2021
Q2 		$736K Buy
17,194
+11,553
+205% +$489K 0.55% 47
2021
Q1 		$229K Buy
+5,641
New +$222K 0.19% 66
2020
Q1 		– Sell
-6,724
Closed -$232K – 69
2019
Q4 		$232K Sell
6,724
-998
-13% -$33.1K 0.24% 62
2019
Q3 		$246K Sell
7,722
-3,384
-30% -$108K 0.29% 56
2019
Q2 		$353K Sell
11,106
-2,010
-15% -$62.8K 0.44% 47
2019
Q1 		$407K Sell
13,116
-11,990
-48% -$363K 0.53% 45
2018
Q4 		$699K Buy
+25,106
New +$772K 1.01% 31

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
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 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

RHS Financial's LRGF Position: Q1 2026 in Review

RHS Financial increased its iShares US Equity Factor ETF (LRGF) stake by 5.3% in Q1 2026, buying an estimated $246K and bringing the position to 70,651 shares worth $4.66M. The position accounts for 2.21% of the portfolio, ranked #15.

RHS Financial first reported a position in LRGF in Q4 2018 and has held it in 26 quarters since. 243 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • RHS Financial held 70,651 shares of iShares US Equity Factor ETF worth $4.66M as of Q1 2026.
  • RHS Financial bought 3,583 iShares US Equity Factor ETF shares in Q1 2026, an estimated $246K.
  • iShares US Equity Factor ETF made up 2.21% of RHS Financial's portfolio in Q1 2026, its #15 holding.
  • RHS Financial first reported a position in iShares US Equity Factor ETF in Q4 2018 and has held it in 26 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.