Weil Company’s iShares US Equity Factor ETF LRGF Stock Holding History

Weil Company’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 Q1	$209K	Sell	3,166 -2,308	-42%	-$158K	0.05%	113
2025 Q4	$380K	Sell	5,474 -860	-14%	-$59.6K	0.09%	92
2025 Q3	$438K	Sell	6,334 -1,988	-24%	-$132K	0.11%	87
2025 Q2	$534K	Sell	8,322 -9,099	-52%	-$540K	0.14%	79
2025 Q1	$1.01M	Sell	17,421 -1,287	-7%	-$78.5K	0.3%	52
2024 Q4	$1.13M	Buy	18,708 +2,363	+14%	+$144K	0.39%	50
2024 Q3	$961K	Buy	16,345 +2,906	+22%	+$165K	0.31%	61
2024 Q2	$748K	Buy	+13,439	New	+$722K	0.27%	72

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 $2.31B AUM 21.64% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Weil Company's LRGF Position: Q1 2026 in Review

Weil Company reduced its iShares US Equity Factor ETF (LRGF) stake by 42% in Q1 2026, selling an estimated $158K and leaving 3,166 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #113.

Weil Company first reported a position in LRGF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2024. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

Weil Company held 3,166 shares of iShares US Equity Factor ETF worth $209K as of Q1 2026.
Weil Company sold 2,308 iShares US Equity Factor ETF shares in Q1 2026, an estimated $158K.
iShares US Equity Factor ETF made up 0.05% of Weil Company's portfolio in Q1 2026, its #113 holding.
Weil Company first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 8 quarters since.
Weil Company's iShares US Equity Factor ETF position peaked at $1.13M in Q4 2024.
242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Weil Company's 13F filing for Q1 2026, filed 15 Apr 2026.