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Sound Income Strategies’s iShares US Equity Factor ETF LRGF Stock Holding History

Sound Income Strategies’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
-285
Closed -$18.9K – 1574
2026
Q1 		$18.9K Hold
285
– – ﹤0.01% 1211
2025
Q4 		$19.9K Buy
+285
New +$19.7K ﹤0.01% 1158

Other funds holding LRGF

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Sound Income Strategies's LRGF Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares US Equity Factor ETF (LRGF) in Q2 2026, closing a stake of 285 shares — an estimated $18.9K sold.

Sound Income Strategies first reported a position in LRGF in Q4 2025 and held it in 2 quarters. The position peaked at $19.9K in Q4 2025. 214 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares US Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 285 iShares US Equity Factor ETF shares in Q2 2026, an estimated $18.9K.
  • Sound Income Strategies first reported a position in iShares US Equity Factor ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's iShares US Equity Factor ETF position peaked at $19.9K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.