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

Western 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 		$231K Hold
3,058
– – 0.01% 923
2026
Q1 		$202K Buy
3,058
+1
+0% +$69 0.01% 924
2025
Q4 		$212K Buy
3,057
+1
+0% +$69 0.01% 785
2025
Q3 		$211K Buy
+3,056
New +$203K 0.01% 720
2022
Q4 		– Sell
-6,116
Closed -$222K – 718
2022
Q3 		$222K Buy
6,116
+12
+0.2% +$482 0.01% 720
2022
Q2 		$232K Buy
6,104
+10
+0.2% +$411 0.01% 692
2022
Q1 		$272K Buy
+6,094
New +$268K 0.01% 702

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

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

Western Wealth Management held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 3,058 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #923.

Western Wealth Management first reported a position in LRGF in Q1 2022 and has held it in 7 quarters since. The position peaked at $272K in Q1 2022. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Western Wealth Management held 3,058 shares of iShares US Equity Factor ETF worth $231K as of Q2 2026.
  • Western Wealth Management left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #923 holding.
  • Western Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2022 and has held it in 7 quarters since.
  • Western Wealth Management's iShares US Equity Factor ETF position peaked at $272K in Q1 2022.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.