WinCap Financial’s iShares US Equity Factor ETF LRGF Stock Holding History

WinCap Financial’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	–	Sell	-3,660	Closed	-$221K	–	81
2024 Q4	$221K	Buy	+3,660	New	+$222K	0.23%	74

Other funds holding LRGF

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 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

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

WinCap Financial's LRGF Position: Q1 2025 in Review

WinCap Financial sold out of iShares US Equity Factor ETF (LRGF) in Q1 2025, closing a stake of 3,660 shares — an estimated $221K sold.

WinCap Financial first reported a position in LRGF in Q4 2024 and held it in 1 quarter. The position peaked at $221K in Q4 2024. 206 funds tracked by Wall St. Rank hold LRGF as of Q1 2025.

WinCap Financial reported no remaining iShares US Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
WinCap Financial sold 3,660 iShares US Equity Factor ETF shares in Q1 2025, an estimated $221K.
WinCap Financial first reported a position in iShares US Equity Factor ETF in Q4 2024 and held it in 1 quarter.
WinCap Financial's iShares US Equity Factor ETF position peaked at $221K in Q4 2024.
206 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2025.

Based on WinCap Financial's 13F filing for Q1 2025, filed 7 May 2025.