ShoreHaven Wealth Partners
LRGF icon

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
Q3 		$5.61M Sell
72,041
-2,851
-4% -$221K 1.72% 17
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

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Hixon Zuercher
Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return

ShoreHaven Wealth Partners's LRGF Position: Q3 2026 in Review

ShoreHaven Wealth Partners reduced its iShares US Equity Factor ETF (LRGF) stake by 3.8% in Q3 2026, selling an estimated $221K and leaving 72,041 shares worth $5.61M. The position accounts for 1.72% of the portfolio, ranked #17.

ShoreHaven Wealth Partners first reported a position in LRGF in Q1 2023 and has held it in 15 quarters since. The position peaked at $24.3M in Q4 2024. 69 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • ShoreHaven Wealth Partners held 72,041 shares of iShares US Equity Factor ETF worth $5.61M as of Q3 2026.
  • ShoreHaven Wealth Partners sold 2,851 iShares US Equity Factor ETF shares in Q3 2026, an estimated $221K.
  • iShares US Equity Factor ETF made up 1.72% of ShoreHaven Wealth Partners's portfolio in Q3 2026, its #17 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares US Equity Factor ETF in Q1 2023 and has held it in 15 quarters since.
  • ShoreHaven Wealth Partners's iShares US Equity Factor ETF position peaked at $24.3M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.