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Atria Investments’s iShares US Equity Factor ETF LRGF Stock Holding History

Atria Investments’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 		$1.09M Buy
14,444
+4,310
+43% +$315K 0.01% 1066
2026
Q1 		$669K Hold
10,134
– – 0.01% 1290
2025
Q4 		$704K Hold
10,134
– – 0.01% 1253
2025
Q3 		$700K Hold
10,134
– – 0.01% 1231
2025
Q2 		$650K Hold
10,134
– – 0.01% 1278
2025
Q1 		$587K Sell
10,134
-2,308
-19% -$141K 0.01% 1267
2024
Q4 		$751K Hold
12,442
– – 0.01% 1132
2024
Q3 		$731K Hold
12,442
– – 0.01% 1137
2024
Q2 		$693K Buy
+12,442
New +$668K 0.01% 1134
2022
Q4 		– Sell
-134,075
Closed -$4.86M – 793
2022
Q3 		$4.86M Sell
134,075
-20,606
-13% -$827K 0.11% 236
2022
Q2 		$5.86M Sell
154,681
-2,394
-2% -$98.3K 0.12% 206
2022
Q1 		$6.99M Buy
+157,075
New +$6.9M 0.12% 196
2020
Q2 		– Sell
-13,830
Closed -$366K – 678
2020
Q1 		$366K Sell
13,830
-1,462
-10% -$47.1K 0.03% 409
2019
Q4 		$527K Sell
15,292
-364
-2% -$12.1K 0.01% 771
2019
Q3 		$500K Buy
15,656
+364
+2% +$11.6K 0.02% 578
2019
Q2 		$470K Sell
15,292
-1,143
-7% -$35.7K 0.02% 602
2019
Q1 		$510K Hold
16,435
– – 0.02% 526
2018
Q4 		$458K Sell
16,435
-147
-0.9% -$4.52K 0.02% 532
2018
Q3 		$557K Hold
16,582
– – 0.02% 564
2018
Q2 		$530K Sell
16,582
-497
-3% -$16K 0.02% 555
2018
Q1 		$538K Sell
17,079
-20,081
-54% -$649K 0.03% 495
2017
Q4 		$1.18M Buy
37,160
+19,965
+116% +$623K 0.06% 299
2017
Q3 		$515K Buy
17,195
+915
+6% +$26.7K 0.03% 445
2017
Q2 		$467K Buy
16,280
+6,989
+75% +$198K 0.03% 447
2017
Q1 		$260K Buy
+9,291
New +$257K 0.02% 568

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

Atria Investments's LRGF Position: Q2 2026 in Review

Atria Investments increased its iShares US Equity Factor ETF (LRGF) stake by 43% in Q2 2026, buying an estimated $315K and bringing the position to 14,444 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1066.

Atria Investments first reported a position in LRGF in Q1 2017 and has held it in 25 quarters since. The position peaked at $6.99M in Q1 2022. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Atria Investments held 14,444 shares of iShares US Equity Factor ETF worth $1.09M as of Q2 2026.
  • Atria Investments bought 4,310 iShares US Equity Factor ETF shares in Q2 2026, an estimated $315K.
  • iShares US Equity Factor ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1066 holding.
  • Atria Investments first reported a position in iShares US Equity Factor ETF in Q1 2017 and has held it in 25 quarters since.
  • Atria Investments's iShares US Equity Factor ETF position peaked at $6.99M in Q1 2022.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.