LRGF β€” ISHARES EDGE MSCI MULTIFACTOR USA ETF

Ownership history in PHILLIPS FINANCIAL MANAGEMENT, LLC  Β·  32 quarters on record

AI Ownership Summary

PHILLIPS FINANCIAL MANAGEMENT, LLC reported ISHARES EDGE MSCI MULTIFACTOR USA ETF (LRGF) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.81% in 2023 Q4. The latest visible filing shows LRGF at 1.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LRGF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PHILLIPS FINANCIAL MANAGEMENT, LLC's position in ISHARES EDGE MSCI MULTIFACTOR USA ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LRGF was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.81% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LRGF stock page PHILLIPS FINANCIAL MANAGEMENT, LLC fund profile PHILLIPS FINANCIAL MANAGEMENT, LLC full holdings
How PHILLIPS FINANCIAL MANAGEMENT, LLC held LRGF β€” position size vs. price
% of Fund (quarterly)    LRGF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 309,639 -47,770 -13.4% 1.39% $21.5M 2026-02-14 (Est.) $68.58
2025 Q3 REDUCED 357,409 -21,325 -5.6% 1.63% $24.7M 2025-10-24 $69.49
2025 Q2 REDUCED 378,734 -10,314 -2.7% 1.76% $24.3M 2025-07-30 $65.15
2025 Q1 REDUCED 389,048 -29,100 -7.0% 1.74% $22.5M 2025-04-30 $56.98
2024 Q4 REDUCED 418,148 -82,499 -16.5% 1.98% $25.2M 2025-02-10 $62.07
2024 Q3 REDUCED 500,647 -34,141 -6.4% 2.28% $29.4M 2024-11-07 $60.46
2024 Q2 REDUCED 534,788 -61,231 -10.3% 2.46% $29.8M 2024-08-08 $53.09
2024 Q1 REDUCED 596,019 -74,208 -11.1% 2.63% $32.1M 2024-04-23 $50.64
2023 Q4 REDUCED 670,227 -182,258 -21.4% 2.81% $32.4M 2024-01-25 $48.19
23 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LRGF

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.03%

FAQ About PHILLIPS FINANCIAL MANAGEMENT, LLC and LRGF

These are the practical questions this page is built to answer before you even open the full history table.

How long has PHILLIPS FINANCIAL MANAGEMENT, LLC reported owning LRGF?

PHILLIPS FINANCIAL MANAGEMENT, LLC reported LRGF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LRGF position in PHILLIPS FINANCIAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for LRGF was 2.81% in 2023 Q4.

What is the latest reported LRGF position on this page?

The most recent filing on this page is 2025 Q4, when PHILLIPS FINANCIAL MANAGEMENT, LLC reported 309,639 shares, equal to 1.39% of portfolio, with an estimated market value of $21.5M.

What does the chart on this LRGF ownership page compare?

The chart compares PHILLIPS FINANCIAL MANAGEMENT, LLC's quarterly LRGF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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