WWM
LRGF icon

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
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 $2.1B 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
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
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

Western Wealth Management's LRGF Position: Q1 2026 in Review

Western Wealth Management increased its iShares US Equity Factor ETF (LRGF) stake by 0.03% in Q1 2026, buying an estimated $69 and bringing the position to 3,058 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #924.

Western Wealth Management first reported a position in LRGF in Q1 2022 and has held it in 6 quarters since. The position peaked at $272K in Q1 2022. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Western Wealth Management held 3,058 shares of iShares US Equity Factor ETF worth $202K as of Q1 2026.
  • Western Wealth Management bought 1 iShares US Equity Factor ETF share in Q1 2026, an estimated $69.
  • iShares US Equity Factor ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #924 holding.
  • Western Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2022 and has held it in 6 quarters since.
  • Western Wealth Management's iShares US Equity Factor ETF position peaked at $272K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.