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

Spire 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
2025
Q2 		– Sell
-1,109
Closed -$64.2K – 2489
2025
Q1 		$64.2K Buy
+1,109
New +$67.6K ﹤0.01% 1194
2024
Q3 		– Sell
-31
Closed -$1.73K – 2231
2024
Q2 		$1.73K Hold
31
– – ﹤0.01% 2035
2024
Q1 		$1.67K Hold
31
– – ﹤0.01% 2133
2023
Q4 		$1.52K Hold
31
– – ﹤0.01% 2197
2023
Q3 		$1.34K Hold
31
– – ﹤0.01% 2206
2023
Q2 		$1.38K Hold
31
– – ﹤0.01% 2255
2023
Q1 		$1.28K Buy
+31
New +$1.26K ﹤0.01% 2358
2022
Q2 		– Sell
-2,361
Closed -$105K – 2766
2022
Q1 		$105K Buy
+2,361
New +$104K ﹤0.01% 1146

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Spire Wealth Management's LRGF Position: Q2 2025 in Review

Spire Wealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q2 2025, closing a stake of 1,109 shares — an estimated $64.2K sold.

Spire Wealth Management first reported a position in LRGF in Q1 2022 and held it in 8 quarters. The position peaked at $105K in Q1 2022. 212 funds tracked by Wall St. Rank hold LRGF as of Q2 2025.

  • Spire Wealth Management reported no remaining iShares US Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,109 iShares US Equity Factor ETF shares in Q2 2025, an estimated $64.2K.
  • Spire Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2022 and held it in 8 quarters.
  • Spire Wealth Management's iShares US Equity Factor ETF position peaked at $105K in Q1 2022.
  • 212 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.