RWB
LRGF icon

RMR Wealth Builders’s iShares US Equity Factor ETF LRGF Stock Holding History

RMR Wealth Builders’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 		$695K Sell
9,193
-271
-3% -$19.8K 0.04% 164
2026
Q1 		$625K Sell
9,464
-400
-4% -$27.5K 0.05% 155
2025
Q4 		$685K Hold
9,864
– – 0.05% 145
2025
Q3 		$681K Sell
9,864
-3,686
-27% -$245K 0.06% 143
2025
Q2 		$869K Buy
+13,550
New +$804K 0.08% 126

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

RMR Wealth Builders's LRGF Position: Q2 2026 in Review

RMR Wealth Builders reduced its iShares US Equity Factor ETF (LRGF) stake by 2.9% in Q2 2026, selling an estimated $19.8K and leaving 9,193 shares worth $695K. The position accounts for 0.04% of the portfolio, ranked #164.

RMR Wealth Builders first reported a position in LRGF in Q2 2025 and has held it in 5 quarters since. The position peaked at $869K in Q2 2025. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • RMR Wealth Builders held 9,193 shares of iShares US Equity Factor ETF worth $695K as of Q2 2026.
  • RMR Wealth Builders sold 271 iShares US Equity Factor ETF shares in Q2 2026, an estimated $19.8K.
  • iShares US Equity Factor ETF made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #164 holding.
  • RMR Wealth Builders first reported a position in iShares US Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • RMR Wealth Builders's iShares US Equity Factor ETF position peaked at $869K in Q2 2025.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.