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

RVW Wealth’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	$3.47M	Hold	44,554	–	–	0.22%	51
2026 Q2	$3.37M	Sell	44,554 -429	-1%	-$31.4K	0.22%	50
2026 Q1	$2.97M	Hold	44,983	–	–	0.23%	49
2025 Q4	$3.12M	Hold	44,983	–	–	0.24%	47
2025 Q3	$3.11M	Sell	44,983 -32	-0.1%	-$2.13K	0.24%	49
2025 Q2	$2.89M	Sell	45,015 -365	-0.8%	-$21.6K	0.25%	47
2025 Q1	$2.63M	Sell	45,380 -2,271	-5%	-$138K	0.25%	45
2024 Q4	$2.88M	Sell	47,651 -280	-0.6%	-$17K	0.27%	48
2024 Q3	$2.82M	Sell	47,931 -10	-0%	-$566	0.26%	50
2024 Q2	$2.67M	Sell	47,941 -2,402	-5%	-$129K	0.27%	48
2024 Q1	$2.71M	Sell	50,343 -648	-1%	-$32.9K	0.28%	44
2023 Q4	$2.46M	Sell	50,991 -5,100	-9%	-$230K	0.27%	44
2023 Q3	$2.43M	Sell	56,091 -1,469	-3%	-$65.9K	0.29%	43
2023 Q2	$2.56M	Sell	57,560 -821	-1%	-$34.6K	0.3%	43
2023 Q1	$2.42M	Hold	58,381	–	–	0.3%	44
2022 Q4	$2.28M	Sell	58,381 -6,722	-10%	-$263K	0.29%	42
2022 Q3	$2.36M	Buy	65,103 +76	+0.1%	+$3.05K	0.33%	49
2022 Q2	$2.46M	Sell	65,027 -202	-0.3%	-$8.3K	0.33%	46
2022 Q1	$2.9M	Hold	65,229	–	–	0.34%	45
2021 Q4	$3.04M	Sell	65,229 -5,469	-8%	-$245K	0.34%	46
2021 Q3	$3M	Sell	70,698 -3,907	-5%	-$171K	0.36%	42
2021 Q2	$3M	Sell	74,605 -6	-0%	-$254	0.38%	40
2021 Q1	$3M	Sell	74,611 -319	-0.4%	-$12.5K	0.39%	40
2020 Q4	$3M	Sell	74,930 -1,934	-3%	-$68.9K	0.44%	40
2020 Q3	$2.55M	Sell	76,864 -1,454	-2%	-$47.7K	0.43%	42
2020 Q2	$2.43M	Sell	78,318 -198,155	-72%	-$5.88M	0.44%	41
2020 Q1	$7.31M	Buy	+276,473	New	+$8.91M	1.71%	19

Other funds holding LRGF

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

RVW Wealth's LRGF Position: Q3 2026 in Review

RVW Wealth held its iShares US Equity Factor ETF (LRGF) position steady in Q3 2026 at 44,554 shares worth $3.47M. The position accounts for 0.22% of the portfolio, ranked #51.

RVW Wealth first reported a position in LRGF in Q1 2020 and has held it in 27 quarters since. The position peaked at $7.31M in Q1 2020. 22 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

RVW Wealth held 44,554 shares of iShares US Equity Factor ETF worth $3.47M as of Q3 2026.
RVW Wealth left its iShares US Equity Factor ETF share count unchanged in Q3 2026.
iShares US Equity Factor ETF made up 0.22% of RVW Wealth's portfolio in Q3 2026, its #51 holding.
RVW Wealth first reported a position in iShares US Equity Factor ETF in Q1 2020 and has held it in 27 quarters since.
RVW Wealth's iShares US Equity Factor ETF position peaked at $7.31M in Q1 2020.
22 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.