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

ShoreHaven Wealth Partners’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	$5.66M	Sell	74,892 -1,966	-3%	-$144K	1.78%	15
2026 Q1	$5.07M	Sell	76,858 -216	-0.3%	-$14.8K	1.82%	17
2025 Q4	$5.35M	Sell	77,074 -1,484	-2%	-$103K	1.92%	17
2025 Q3	$5.43M	Sell	78,558 -15	-0%	-$997	2.01%	15
2025 Q2	$5.04M	Sell	78,573 -2,387	-3%	-$142K	2.06%	14
2025 Q1	$4.69M	Sell	80,960 -321,928	-80%	-$19.6M	2.24%	15
2024 Q4	$24.3M	Sell	402,888 -7,238	-2%	-$440K	11.48%	2
2024 Q3	$24.1M	Sell	410,126 -5,738	-1%	-$325K	11.62%	1
2024 Q2	$23.2M	Sell	415,864 -14,041	-3%	-$754K	12.17%	1
2024 Q1	$23.1M	Sell	429,905 -6,161	-1%	-$313K	12.73%	1
2023 Q4	$21.1M	Buy	436,066 +33,818	+8%	+$1.52M	12.81%	1
2023 Q3	$17.4M	Sell	402,248 -1,648	-0.4%	-$73.9K	11.99%	1
2023 Q2	$18M	Sell	403,896 -8,929	-2%	-$376K	12.04%	1
2023 Q1	$17.1M	Buy	+412,825	New	+$16.8M	12%	1

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

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

Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return