Aptus Capital Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Aptus Capital Advisors’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	$313K	Hold	4,140	–	–	﹤0.01%	927
2026 Q1	$273K	Hold	4,140	–	–	﹤0.01%	909
2025 Q4	$287K	Hold	4,140	–	–	﹤0.01%	900
2025 Q3	$286K	Hold	4,140	–	–	﹤0.01%	856
2025 Q2	$266K	Hold	4,140	–	–	﹤0.01%	856
2025 Q1	$240K	Sell	4,140 -1	-0%	-$61	﹤0.01%	835
2024 Q4	$250K	Sell	4,141 -1,260	-23%	-$76.5K	﹤0.01%	823
2024 Q3	$317K	Buy	5,401 +2,003	+59%	+$113K	﹤0.01%	649
2024 Q2	$189K	Sell	3,398 -119	-3%	-$6.39K	﹤0.01%	739
2024 Q1	$189K	Buy	+3,517	New	+$179K	﹤0.01%	739

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 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

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

Aptus Capital Advisors's LRGF Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 4,140 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Aptus Capital Advisors first reported a position in LRGF in Q1 2024 and has held it in 10 quarters since. The position peaked at $317K in Q3 2024. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Aptus Capital Advisors held 4,140 shares of iShares US Equity Factor ETF worth $313K as of Q2 2026.
Aptus Capital Advisors left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
iShares US Equity Factor ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #927 holding.
Aptus Capital Advisors first reported a position in iShares US Equity Factor ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's iShares US Equity Factor ETF position peaked at $317K in Q3 2024.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.