TCM
LRGF icon

Triumph Capital Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Triumph Capital 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 		$25.4K Hold
336
– – ﹤0.01% 867
2026
Q1 		$22.2K Hold
336
– – ﹤0.01% 856
2025
Q4 		$23.3K Buy
+336
New +$23.3K 0.01% 819

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Triumph Capital Management's LRGF Position: Q2 2026 in Review

Triumph Capital Management held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 336 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Triumph Capital Management first reported a position in LRGF in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Triumph Capital Management held 336 shares of iShares US Equity Factor ETF worth $25.4K as of Q2 2026.
  • Triumph Capital Management left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #867 holding.
  • Triumph Capital Management first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.