Baron Silver Stevens Financial Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Baron Silver Stevens Financial 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	$821K	Sell	10,860 -358	-3%	-$26.2K	0.1%	73
2026 Q1	$740K	Hold	11,218	–	–	0.11%	70
2025 Q4	$779K	Hold	11,218	–	–	0.11%	68
2025 Q3	$775K	Hold	11,218	–	–	0.11%	67
2025 Q2	$719K	Buy	11,218 +5,026	+81%	+$298K	0.12%	70
2025 Q1	$358K	Hold	6,192	–	–	0.06%	86
2024 Q4	$374K	Hold	6,192	–	–	0.06%	81
2024 Q3	$364K	Hold	6,192	–	–	0.06%	79
2024 Q2	$345K	Sell	6,192 -2,638	-30%	-$142K	0.07%	81
2024 Q1	$475K	Buy	8,830 +414	+5%	+$21K	0.09%	72
2023 Q4	$406K	Buy	8,416 +82	+1%	+$3.69K	0.09%	68
2023 Q3	$361K	Hold	8,334	–	–	0.08%	70
2023 Q2	$371K	Buy	8,334 +1,110	+15%	+$46.8K	0.08%	71
2023 Q1	$299K	Sell	7,224 -2,452	-25%	-$99.7K	0.08%	73
2022 Q4	$377K	Sell	9,676 -396	-4%	-$15.5K	0.09%	60
2022 Q3	$22K	Sell	10,072 -870	-8%	-$34.9K	0.01%	96
2022 Q2	$414K	Sell	10,942 -10,314	-49%	-$424K	0.11%	62
2022 Q1	$945K	Buy	21,256 +7,842	+58%	+$344K	0.22%	40
2021 Q4	$624K	Buy	13,414 +2,291	+21%	+$102K	0.15%	42
2021 Q3	$468K	Buy	11,123 +4,682	+73%	+$205K	0.12%	47
2021 Q2	$275K	Buy	+6,441	New	+$272K	0.07%	68

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

Baron Silver Stevens Financial Advisors's LRGF Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 3.2% in Q2 2026, selling an estimated $26.2K and leaving 10,860 shares worth $821K. The position accounts for 0.1% of the portfolio, ranked #73.

Baron Silver Stevens Financial Advisors first reported a position in LRGF in Q2 2021 and has held it in 21 quarters since. The position peaked at $945K in Q1 2022. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Baron Silver Stevens Financial Advisors held 10,860 shares of iShares US Equity Factor ETF worth $821K as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 358 iShares US Equity Factor ETF shares in Q2 2026, an estimated $26.2K.
iShares US Equity Factor ETF made up 0.1% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #73 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares US Equity Factor ETF in Q2 2021 and has held it in 21 quarters since.
Baron Silver Stevens Financial Advisors's iShares US Equity Factor ETF position peaked at $945K in Q1 2022.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.