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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

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
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
PL
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

ShoreHaven Wealth Partners's LRGF Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its iShares US Equity Factor ETF (LRGF) stake by 2.6% in Q2 2026, selling an estimated $144K and leaving 74,892 shares worth $5.66M. The position accounts for 1.78% of the portfolio, ranked #15.

ShoreHaven Wealth Partners first reported a position in LRGF in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.3M in Q4 2024. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • ShoreHaven Wealth Partners held 74,892 shares of iShares US Equity Factor ETF worth $5.66M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 1,966 iShares US Equity Factor ETF shares in Q2 2026, an estimated $144K.
  • iShares US Equity Factor ETF made up 1.78% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares US Equity Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • ShoreHaven Wealth Partners's iShares US Equity Factor ETF position peaked at $24.3M in Q4 2024.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.