TWM
LRGF icon

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

Timmons 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 		– Sell
-810
Closed -$53.5K – 78
2026
Q1 		$53.5K Hold
810
– – 0.05% 37
2025
Q4 		$56.2K Buy
+810
New +$56.1K 0.06% 39

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
Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Timmons Wealth Management sold out of iShares US Equity Factor ETF (LRGF) in Q2 2026, closing a stake of 810 shares — an estimated $53.5K sold.

Timmons Wealth Management first reported a position in LRGF in Q4 2025 and held it in 2 quarters. The position peaked at $56.2K in Q4 2025. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Timmons Wealth Management reported no remaining iShares US Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Timmons Wealth Management sold 810 iShares US Equity Factor ETF shares in Q2 2026, an estimated $53.5K.
  • Timmons Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2025 and held it in 2 quarters.
  • Timmons Wealth Management's iShares US Equity Factor ETF position peaked at $56.2K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

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