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 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

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 San Francisco, California $617B AUM 30.33% 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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SigFig Wealth Management's LRGF Position: Q2 2026 in Review

SigFig Wealth Management increased its iShares US Equity Factor ETF (LRGF) stake by 1.2% in Q2 2026, buying an estimated $2.63M and bringing the position to 2,927,890 shares worth $220M. The position accounts for 5.83% of the portfolio, ranked #6.

SigFig Wealth Management first reported a position in LRGF in Q3 2017 and has held it in 27 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

SigFig Wealth Management held 2,927,890 shares of iShares US Equity Factor ETF worth $220M as of Q2 2026.
SigFig Wealth Management bought 35,921 iShares US Equity Factor ETF shares in Q2 2026, an estimated $2.63M.
iShares US Equity Factor ETF made up 5.83% of SigFig Wealth Management's portfolio in Q2 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 27 quarters since.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.