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

Axxcess 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 		$800K Buy
+10,579
New +$774K 0.01% 580
2026
Q1 		– Sell
-10,598
Closed -$736K – 742
2025
Q4 		$736K Buy
+10,598
New +$734K 0.01% 578

Other funds holding LRGF

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 10,579 shares worth $800K. The stake represents 0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in LRGF as recently as Q4 2025.

Axxcess Wealth Management first reported a position in LRGF in Q4 2025 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Axxcess Wealth Management held 10,579 shares of iShares US Equity Factor ETF worth $800K as of Q2 2026.
  • iShares US Equity Factor ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares US Equity Factor ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #580 holding.
  • Axxcess Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.