WFA
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Wade Financial Advisory’s iShares US Equity Factor ETF LRGF Stock Holding History

Wade Financial Advisory’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
Q1 		$14.9M Buy
257,225
+18,114
+8% +$1.1M 5.1% 6
2024
Q4 		$14.4M Buy
239,111
+8,085
+3% +$491K 4.89% 6
2024
Q3 		$13.6M Buy
231,026
+2,486
+1% +$141K 4.57% 6
2024
Q2 		$12.7M Sell
228,540
-1,529
-0.7% -$82.1K 4.58% 6
2024
Q1 		$12.4M Buy
230,069
+28,280
+14% +$1.44M 4.51% 6
2023
Q4 		$9.74M Buy
201,789
+8,086
+4% +$364K 3.68% 6
2023
Q3 		$8.39M Sell
193,703
-27,668
-12% -$1.24M 3.59% 6
2023
Q2 		$9.86M Sell
221,371
-14,569
-6% -$614K 3.91% 6
2023
Q1 		$9.78M Sell
235,940
-3,819
-2% -$155K 4.11% 6
2022
Q4 		$9.35M Buy
239,759
+7,130
+3% +$279K 4.24% 6
2022
Q3 		$8.43M Sell
232,629
-2,787
-1% -$112K 4.22% 6
2022
Q2 		$8.92M Sell
235,416
-18,440
-7% -$757K 4.23% 6
2022
Q1 		$11.3M Buy
253,856
+49,987
+25% +$2.2M 4.84% 4
2021
Q4 		$9.49M Sell
203,869
-1,632
-0.8% -$73K 4.94% 5
2021
Q3 		$8.66M Sell
205,501
-17,529
-8% -$767K 4.89% 5
2021
Q2 		$9.55M Buy
223,030
+15,605
+8% +$660K 5.24% 5
2021
Q1 		$8.43M Buy
207,425
+3,539
+2% +$139K 5.33% 4
2020
Q4 		$7.68M Buy
203,886
+175,961
+630% +$6.27M 5.15% 4
2020
Q3 		$927K Buy
27,925
+7,940
+40% +$261K 0.73% 32
2020
Q2 		$621K Buy
+19,985
New +$593K 0.54% 38

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wade Financial Advisory's LRGF Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares US Equity Factor ETF (LRGF) stake by 7.6% in Q1 2025, buying an estimated $1.1M and bringing the position to 257,225 shares worth $14.9M. The position accounts for 5.1% of the portfolio, ranked #6.

Wade Financial Advisory first reported a position in LRGF in Q2 2020 and has held it in 20 quarters since. 206 funds tracked by Wall St. Rank hold LRGF as of Q1 2025.

  • Wade Financial Advisory held 257,225 shares of iShares US Equity Factor ETF worth $14.9M as of Q1 2025.
  • Wade Financial Advisory bought 18,114 iShares US Equity Factor ETF shares in Q1 2025, an estimated $1.1M.
  • iShares US Equity Factor ETF made up 5.1% of Wade Financial Advisory's portfolio in Q1 2025, its #6 holding.
  • Wade Financial Advisory first reported a position in iShares US Equity Factor ETF in Q2 2020 and has held it in 20 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.