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Stephens Consulting’s iShares US Equity Factor ETF LRGF Stock Holding History

Stephens Consulting’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
Q4 		$6.18K Hold
89
– – ﹤0.01% 274
2025
Q3 		$6.15K Buy
+89
New +$5.92K ﹤0.01% 263

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
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
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Stephens Consulting's LRGF Position: Q4 2025 in Review

Stephens Consulting held its iShares US Equity Factor ETF (LRGF) position steady in Q4 2025 at 89 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Stephens Consulting first reported a position in LRGF in Q3 2025 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold LRGF as of Q4 2025.

  • Stephens Consulting held 89 shares of iShares US Equity Factor ETF worth $6.18K as of Q4 2025.
  • Stephens Consulting left its iShares US Equity Factor ETF share count unchanged in Q4 2025.
  • iShares US Equity Factor ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #274 holding.
  • Stephens Consulting first reported a position in iShares US Equity Factor ETF in Q3 2025 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.