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Ashton Thomas Private Wealth’s iShares US Equity Factor ETF LRGF Stock Holding History

Ashton Thomas Private Wealth’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 		$1.97K Sell
26
-2
-7% -$146 ﹤0.01% 1557
2026
Q1 		$1.85K Buy
+28
New +$1.92K ﹤0.01% 1471
2024
Q3 		– Sell
-332
Closed -$18.5K – 1312
2024
Q2 		$18.5K Buy
+332
New +$17.8K ﹤0.01% 1172

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

Ashton Thomas Private Wealth's LRGF Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares US Equity Factor ETF (LRGF) stake by 7.1% in Q2 2026, selling an estimated $146 and leaving 26 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Ashton Thomas Private Wealth first reported a position in LRGF in Q2 2024 and has held it in 3 quarters since. The position peaked at $18.5K in Q2 2024. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Ashton Thomas Private Wealth held 26 shares of iShares US Equity Factor ETF worth $1.97K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 2 iShares US Equity Factor ETF shares in Q2 2026, an estimated $146.
  • iShares US Equity Factor ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1557 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's iShares US Equity Factor ETF position peaked at $18.5K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.