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

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return