RHS Financial
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
Q3 		$6.57M Buy
84,342
+10,977
+15% +$850K 2.22% 10
2026
Q2 		$5.55M Buy
73,365
+2,714
+4% +$199K 2.24% 12
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

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Hixon Zuercher
Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return

RHS Financial's LRGF Position: Q3 2026 in Review

RHS Financial increased its iShares US Equity Factor ETF (LRGF) stake by 15% in Q3 2026, buying an estimated $850K and bringing the position to 84,342 shares worth $6.57M. The position accounts for 2.22% of the portfolio, ranked #10.

RHS Financial first reported a position in LRGF in Q4 2018 and has held it in 28 quarters since. 90 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • RHS Financial held 84,342 shares of iShares US Equity Factor ETF worth $6.57M as of Q3 2026.
  • RHS Financial bought 10,977 iShares US Equity Factor ETF shares in Q3 2026, an estimated $850K.
  • iShares US Equity Factor ETF made up 2.22% of RHS Financial's portfolio in Q3 2026, its #10 holding.
  • RHS Financial first reported a position in iShares US Equity Factor ETF in Q4 2018 and has held it in 28 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.