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Alvarez & Marsal Private Wealth Partners’s iShares US Equity Factor ETF LRGF Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$332K Buy
+4,387
New +$321K 0.04% 76

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

Alvarez & Marsal Private Wealth Partners's LRGF Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 4,387 shares worth $332K. The stake represents 0.04% of the portfolio and ranks #76 among its holdings.

252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 4,387 shares of iShares US Equity Factor ETF worth $332K as of Q2 2026.
  • iShares US Equity Factor ETF was a new Alvarez & Marsal Private Wealth Partners position in Q2 2026.
  • iShares US Equity Factor ETF made up 0.04% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #76 holding.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.