Simplex Trading
LRGF icon

Simplex Trading’s iShares US Equity Factor ETF LRGF Stock Holding History

Simplex Trading’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 		– Sell
-10
Closed -$660 – 9881
2026
Q1 		$660 Sell
10
-24
-71% -$1.65K ﹤0.01% 8685
2025
Q4 		$2.36K Buy
+34
New +$2.36K ﹤0.01% 7780

Other funds holding LRGF

Strategic Financial Services
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Tolleson Wealth Management
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Simplex Trading's LRGF Position: Q2 2026 in Review

Simplex Trading sold out of iShares US Equity Factor ETF (LRGF) in Q2 2026, closing a stake of 10 shares — an estimated $660 sold.

Simplex Trading first reported a position in LRGF in Q4 2025 and held it in 2 quarters. The position peaked at $2.36K in Q4 2025. 256 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Simplex Trading reported no remaining iShares US Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 10 iShares US Equity Factor ETF shares in Q2 2026, an estimated $660.
  • Simplex Trading first reported a position in iShares US Equity Factor ETF in Q4 2025 and held it in 2 quarters.
  • Simplex Trading's iShares US Equity Factor ETF position peaked at $2.36K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.