RWM
LRGF icon

Rialto Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Rialto Wealth Management’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 		$24.6K Sell
325
-9
-3% -$658 ﹤0.01% 397
2026
Q1 		$22K Hold
334
– – 0.01% 372
2025
Q4 		$23.2K Hold
334
– – 0.01% 349
2025
Q3 		$23.1K Sell
334
-25
-7% -$1.66K 0.01% 341
2025
Q2 		$23K Hold
359
– – 0.01% 341
2025
Q1 		$20.8K Hold
359
– – 0.01% 344
2024
Q4 		$21.7K Buy
+359
New +$21.8K 0.01% 339

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

Rialto Wealth Management's LRGF Position: Q2 2026 in Review

Rialto Wealth Management reduced its iShares US Equity Factor ETF (LRGF) stake by 2.7% in Q2 2026, selling an estimated $658 and leaving 325 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Rialto Wealth Management first reported a position in LRGF in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Rialto Wealth Management held 325 shares of iShares US Equity Factor ETF worth $24.6K as of Q2 2026.
  • Rialto Wealth Management sold 9 iShares US Equity Factor ETF shares in Q2 2026, an estimated $658.
  • iShares US Equity Factor ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Rialto Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.