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

Ruedi 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
2025
Q2 		– Sell
-15
Closed -$897 – 211
2025
Q1 		$897 Buy
+15
New +$914 ﹤0.01% 294
2023
Q3 		– Sell
-72
Closed -$3.23K – 223
2023
Q2 		$3.21K Sell
72
-21
-23% -$885 ﹤0.01% 175
2023
Q1 		$3.85K Buy
93
+8
+9% +$325 ﹤0.01% 200
2022
Q4 		$3.31K Buy
+85
New +$3.33K ﹤0.01% 194

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 $2.07B AUM 19% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Ruedi Wealth Management's LRGF Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q2 2025, closing a stake of 15 shares — an estimated $897 sold.

Ruedi Wealth Management first reported a position in LRGF in Q4 2022 and held it in 4 quarters. The position peaked at $3.85K in Q1 2023. 212 funds tracked by Wall St. Rank hold LRGF as of Q2 2025.

  • Ruedi Wealth Management reported no remaining iShares US Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 15 iShares US Equity Factor ETF shares in Q2 2025, an estimated $897.
  • Ruedi Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2022 and held it in 4 quarters.
  • Ruedi Wealth Management's iShares US Equity Factor ETF position peaked at $3.85K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.