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Wolff Wiese Magana’s iShares US Equity Factor ETF LRGF Stock Holding History

Wolff Wiese Magana’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 		$31.8K Hold
420
– – 0.01% 299
2026
Q1 		$27.7K Hold
420
– – 0.02% 287
2025
Q4 		$29.2K Hold
420
– – 0.02% 272
2025
Q3 		$29K Hold
420
– – 0.02% 273
2025
Q2 		$26.9K Hold
420
– – 0.02% 262
2025
Q1 		$24.3K Hold
420
– – 0.02% 264
2024
Q4 		$25.3K Hold
420
– – 0.02% 271
2024
Q3 		$24.7K Hold
420
– – 0.02% 272
2024
Q2 		$23.4K Hold
420
– – 0.02% 225
2024
Q1 		$22.6K Hold
420
– – 0.02% 207
2023
Q4 		$20.3K Hold
420
– – 0.02% 211
2023
Q3 		$18.2K Hold
420
– – 0.01% 275
2023
Q2 		$18.7K Hold
420
– – 0.01% 280
2023
Q1 		$17.4K Hold
420
– – 0.01% 282
2022
Q4 		$16.4K Hold
420
– – 0.01% 288
2022
Q3 		$15K Buy
+420
New +$16.9K 0.01% 433

Other funds holding LRGF

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Wolff Wiese Magana's LRGF Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 420 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #299.

Wolff Wiese Magana first reported a position in LRGF in Q3 2022 and has held it in 16 quarters since. 80 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Wolff Wiese Magana held 420 shares of iShares US Equity Factor ETF worth $31.8K as of Q2 2026.
  • Wolff Wiese Magana left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #299 holding.
  • Wolff Wiese Magana first reported a position in iShares US Equity Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • 80 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.