Wealth Enhancement Trust Services
LRGF icon

Wealth Enhancement Trust Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Wealth Enhancement Trust Services’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
Q3 		$402K Sell
5,160
-633
-11% -$49K 0.04% 232
2026
Q2 		$438K Hold
5,793
– – 0.05% 217
2026
Q1 		$382K Sell
5,793
-1,423
-20% -$97.7K 0.05% 224
2025
Q4 		$501K Buy
+7,216
New +$500K 0.06% 198

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Annex Advisory Services
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SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Wealth Enhancement Trust Services's LRGF Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its iShares US Equity Factor ETF (LRGF) stake by 11% in Q3 2026, selling an estimated $49K and leaving 5,160 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #232.

Wealth Enhancement Trust Services first reported a position in LRGF in Q4 2025 and has held it in 4 quarters since. The position peaked at $501K in Q4 2025. 227 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • Wealth Enhancement Trust Services held 5,160 shares of iShares US Equity Factor ETF worth $402K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 633 iShares US Equity Factor ETF shares in Q3 2026, an estimated $49K.
  • iShares US Equity Factor ETF made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #232 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's iShares US Equity Factor ETF position peaked at $501K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.