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 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

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 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

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

RVW Wealth's LRGF Position: Q2 2026 in Review

RVW Wealth reduced its iShares US Equity Factor ETF (LRGF) stake by 0.95% in Q2 2026, selling an estimated $31.4K and leaving 44,554 shares worth $3.37M. The position accounts for 0.22% of the portfolio, ranked #50.

RVW Wealth first reported a position in LRGF in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.31M in Q1 2020. 253 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

RVW Wealth held 44,554 shares of iShares US Equity Factor ETF worth $3.37M as of Q2 2026.
RVW Wealth sold 429 iShares US Equity Factor ETF shares in Q2 2026, an estimated $31.4K.
iShares US Equity Factor ETF made up 0.22% of RVW Wealth's portfolio in Q2 2026, its #50 holding.
RVW Wealth first reported a position in iShares US Equity Factor ETF in Q1 2020 and has held it in 26 quarters since.
RVW Wealth's iShares US Equity Factor ETF position peaked at $7.31M in Q1 2020.
253 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.