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Advisory Services Network’s iShares US Equity Factor ETF LRGF Stock Holding History

Advisory Services Network’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 		$1.27M Buy
16,754
+58
+0.3% +$4.24K 0.01% 896
2026
Q1 		$1.1M Sell
16,696
-389
-2% -$26.7K 0.01% 888
2025
Q4 		$1.19M Buy
17,085
+5
+0% +$346 0.02% 810
2025
Q3 		$1.18M Buy
17,080
+282
+2% +$18.7K 0.02% 791
2025
Q2 		$1.1M Sell
16,798
-2,343
-12% -$139K 0.02% 780
2025
Q1 		$1.11M Buy
19,141
+2,349
+14% +$143K 0.02% 725
2024
Q4 		$1.01M Sell
16,792
-84
-0.5% -$5.1K 0.02% 737
2024
Q3 		$940K Hold
16,876
– – 0.02% 736
2024
Q2 		$940K Buy
16,876
+10,313
+157% +$554K 0.02% 736
2024
Q1 		$353K Buy
6,563
+3,776
+135% +$192K 0.01% 1079
2023
Q4 		$135K Buy
+2,787
New +$126K ﹤0.01% 1472
2023
Q2 		– Sell
-2,711
Closed -$112K – 2698
2023
Q1 		$112K Sell
2,711
-121
-4% -$4.92K ﹤0.01% 1588
2022
Q4 		$110K Buy
+2,832
New +$111K ﹤0.01% 1550
2021
Q3 		– Sell
-1,552
Closed -$66K – 2459
2021
Q2 		$66K Buy
+1,552
New +$65.6K ﹤0.01% 1840
2021
Q1 		– Sell
-1,647
Closed -$62K – 2265
2020
Q4 		$62K Hold
1,647
– – ﹤0.01% 1561
2020
Q3 		$55K Buy
+1,647
New +$54.1K ﹤0.01% 1539
2020
Q2 		– Sell
-1,647
Closed -$44K – 2020
2020
Q1 		$44K Sell
1,647
-513
-24% -$16.5K ﹤0.01% 1453
2019
Q4 		$74K Buy
+2,160
New +$71.7K ﹤0.01% 1303
2018
Q4 		– Sell
-3,733
Closed -$126K – 2615
2018
Q3 		$126K Buy
3,733
+977
+35% +$32.5K 0.01% 894
2018
Q2 		$91K Buy
2,756
+448
+19% +$14.5K 0.01% 988
2018
Q1 		$73K Buy
2,308
+1,263
+121% +$40.8K 0.01% 1162
2017
Q4 		$33K Hold
1,045
– – ﹤0.01% 1437
2017
Q3 		$31K Buy
+1,045
New +$30.5K ﹤0.01% 1265

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Advisory Services Network's LRGF Position: Q2 2026 in Review

Advisory Services Network increased its iShares US Equity Factor ETF (LRGF) stake by 0.35% in Q2 2026, buying an estimated $4.24K and bringing the position to 16,754 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #896.

Advisory Services Network first reported a position in LRGF in Q3 2017 and has held it in 23 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Advisory Services Network held 16,754 shares of iShares US Equity Factor ETF worth $1.27M as of Q2 2026.
  • Advisory Services Network bought 58 iShares US Equity Factor ETF shares in Q2 2026, an estimated $4.24K.
  • iShares US Equity Factor ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #896 holding.
  • Advisory Services Network first reported a position in iShares US Equity Factor ETF in Q3 2017 and has held it in 23 quarters since.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.