Question 1

How many shares of LRGF does Focus Partners Wealth own?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth holds 466,809 shares of LRGF (ISHARES TR).

Question 2

What is Focus Partners Wealth's LRGF position worth?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth's LRGF position is worth $35.3M.

Question 3

Is Focus Partners Wealth buying or selling LRGF?

Accepted Answer

In 2026-Q2, Focus Partners Wealth decreased their LRGF position (-11.5% change in shares).

Question 4

When did Focus Partners Wealth first buy LRGF?

Accepted Answer

Based on available 13F filings, Focus Partners Wealth first reported a position in LRGF in 2024-Q3. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	466,809	-11.5%	$35.3M	0.0%	$75.43	0
2026-Q1	Decreased	527,707	-1.0%	$34.8M	0.0%	$65.66	0
2025-Q4	Decreased	533,029	-0.9%	$37M	0.0%	$68.89	0
2025-Q3	Decreased	538,109	-0.6%	$37.2M	0.1%	$68.29	0
2025-Q2	Increased	541,548	+4.2%	$34.7M	0.1%	$63.22	30
2025-Q1	Increased	519,509	+1.1%	$30.1M	0.1%	$56.89	29
2024-Q4	Decreased	513,954	-0.4%	$31M	0.1%	$59.14	0
2024-Q3	Decreased	515,844	-2.4%	$30.3M	0.1%	$57.41	0

LRGFShowing 8 of 11 quarters

LRGF
Showing 8 of 11 quarters