Atlas Legacy Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Atlas Legacy 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	$806K	Sell	10,656 -19	-0.2%	-$1.39K	0.12%	113
2026 Q1	$705K	Buy	10,675 +77	+0.7%	+$5.29K	0.13%	107
2025 Q4	$736K	Hold	10,598	–	–	0.13%	109
2025 Q3	$732K	Buy	10,598 +95	+0.9%	+$6.31K	0.14%	103
2025 Q2	$674K	Hold	10,503	–	–	0.15%	96
2025 Q1	$626K	Hold	10,503	–	–	0.16%	90
2024 Q4	$634K	Buy	+10,503	New	+$638K	0.15%	87

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

Atlas Legacy Advisors's LRGF Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 0.18% in Q2 2026, selling an estimated $1.39K and leaving 10,656 shares worth $806K. The position accounts for 0.12% of the portfolio, ranked #113.

Atlas Legacy Advisors first reported a position in LRGF in Q4 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Atlas Legacy Advisors held 10,656 shares of iShares US Equity Factor ETF worth $806K as of Q2 2026.
Atlas Legacy Advisors sold 19 iShares US Equity Factor ETF shares in Q2 2026, an estimated $1.39K.
iShares US Equity Factor ETF made up 0.12% of Atlas Legacy Advisors's portfolio in Q2 2026, its #113 holding.
Atlas Legacy Advisors first reported a position in iShares US Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.