Aprio Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Aprio Wealth Management’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	$292K	Buy	+3,858	New	+$282K	0.01%	518

Other funds holding LRGF

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Aprio Wealth Management's LRGF Position: Q2 2026 in Review

Aprio Wealth Management opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 3,858 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #518 among its holdings.

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

Aprio Wealth Management held 3,858 shares of iShares US Equity Factor ETF worth $292K as of Q2 2026.
iShares US Equity Factor ETF was a new Aprio Wealth Management position in Q2 2026.
iShares US Equity Factor ETF made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #518 holding.
102 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.