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SigFig Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

SigFig Wealth Management’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 		$223M Sell
2,860,041
-67,849
-2% -$5.25M 5.56% 6
2026
Q2 		$220M Buy
2,927,890
+35,921
+1% +$2.63M 5.83% 6
2026
Q1 		$191M Buy
2,891,969
+362,397
+14% +$24.9M 5.6% 6
2025
Q4 		$176M Buy
2,529,572
+40,949
+2% +$2.84M 5.23% 6
2025
Q3 		$172M Buy
2,488,623
+509,729
+26% +$33.9M 5.3% 6
2025
Q2 		$126M Buy
1,978,894
+1,954
+0.1% +$116K 4.17% 6
2025
Q1 		$114M Buy
1,976,940
+3,374
+0.2% +$206K 4.11% 6
2024
Q4 		$120M Sell
1,973,566
-2,526
-0.1% -$153K 4.33% 6
2024
Q3 		$116M Sell
1,976,092
-64,721
-3% -$3.66M 4.2% 6
2024
Q2 		$114M Sell
2,040,813
-5,682
-0.3% -$305K 4.27% 6
2024
Q1 		$110M Buy
2,046,495
+15,855
+0.8% +$806K 4.04% 7
2023
Q4 		$98.1M Buy
2,030,640
+3,924
+0.2% +$177K 3.72% 8
2023
Q3 		$87.8M Sell
2,026,716
-27,949
-1% -$1.25M 3.52% 9
2023
Q2 		$90.5M Buy
2,054,665
+26,489
+1% +$1.12M 3.51% 9
2023
Q1 		$84M Buy
2,028,176
+17,770
+0.9% +$723K 4.63% 7
2022
Q4 		$78.4M Buy
2,010,406
+31,307
+2% +$1.22M 3.89% 8
2022
Q3 		$72.7M Sell
1,979,099
-3,188
-0.2% -$128K 3.81% 8
2022
Q2 		$75.1M Sell
1,982,287
-17,100
-0.9% -$702K 3.89% 8
2022
Q1 		$88.9M Buy
1,999,387
+26,171
+1% +$1.15M 4.27% 8
2021
Q4 		$91.9M Buy
1,973,216
+71,073
+4% +$3.18M 4.29% 8
2021
Q3 		$80.2M Buy
+1,902,143
New +$83.2M 4.02% 8
2019
Q3 		– Sell
-528,831
Closed -$16.8M – 46
2019
Q2 		$16.8M Buy
528,831
+69,005
+15% +$2.15M 2.62% 14
2019
Q1 		$14.3M Buy
459,826
+58,754
+15% +$1.78M 2.53% 15
2018
Q4 		$11.1M Buy
401,072
+46,089
+13% +$1.42M 2.36% 15
2018
Q3 		$11.9M Buy
354,983
+102,024
+40% +$3.4M 2.47% 16
2018
Q2 		$8.09M Buy
+252,959
New +$8.16M 2.08% 18
2018
Q1 		– Sell
-51,679
Closed -$1.64M – 39
2017
Q4 		$1.64M Buy
51,679
+42,529
+465% +$1.33M 0.79% 25
2017
Q3 		$274K Buy
+9,150
New +$267K 0.18% 27

Other funds holding LRGF

CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

SigFig Wealth Management's LRGF Position: Q3 2026 in Review

SigFig Wealth Management reduced its iShares US Equity Factor ETF (LRGF) stake by 2.3% in Q3 2026, selling an estimated $5.25M and leaving 2,860,041 shares worth $223M. The position accounts for 5.56% of the portfolio, ranked #6.

SigFig Wealth Management first reported a position in LRGF in Q3 2017 and has held it in 28 quarters since. 12 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • SigFig Wealth Management held 2,860,041 shares of iShares US Equity Factor ETF worth $223M as of Q3 2026.
  • SigFig Wealth Management sold 67,849 iShares US Equity Factor ETF shares in Q3 2026, an estimated $5.25M.
  • iShares US Equity Factor ETF made up 5.56% of SigFig Wealth Management's portfolio in Q3 2026, its #6 holding.
  • SigFig Wealth Management first reported a position in iShares US Equity Factor ETF in Q3 2017 and has held it in 28 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.