Bellwether Advisors
LRGF icon

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

Bellwether 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 		$852K Buy
11,266
+25
+0.2% +$1.83K 0.13% 116
2026
Q1 		$742K Sell
11,241
-428
-4% -$29.4K 0.13% 103
2025
Q4 		$810K Buy
11,669
+1,346
+13% +$93.2K 0.13% 77
2025
Q3 		$713K Buy
10,323
+83
+0.8% +$5.52K 0.12% 92
2025
Q2 		$657K Buy
10,240
+18
+0.2% +$1.07K 0.11% 79
2025
Q1 		$588K Buy
10,222
+315
+3% +$19.2K 0.12% 82
2024
Q4 		$598K Hold
9,907
– – 0.11% 88
2024
Q3 		$582K Buy
9,907
+17
+0.2% +$962 0.11% 85
2024
Q2 		$551K Buy
9,890
+117
+1% +$6.28K 0.12% 87
2024
Q1 		$526K Buy
9,773
+25
+0.3% +$1.27K 0.12% 89
2023
Q4 		$471K Sell
9,748
-84
-0.9% -$3.78K 0.12% 89
2023
Q3 		$426K Buy
9,832
+177
+2% +$7.94K 0.12% 91
2023
Q2 		$430K Sell
9,655
-185
-2% -$7.8K 0.13% 69
2023
Q1 		$408K Buy
9,840
+100
+1% +$4.07K 0.11% 98
2022
Q4 		$380K Buy
9,740
+200
+2% +$7.82K 0.11% 100
2022
Q3 		$345K Buy
9,540
+203
+2% +$8.15K 0.11% 85
2022
Q2 		$353K Sell
9,337
-2,613
-22% -$107K 0.11% 94
2022
Q1 		$531K Buy
11,950
+3,941
+49% +$173K 0.16% 99
2021
Q4 		$372K Hold
8,009
– – 0.12% 103
2021
Q3 		$342K Buy
8,009
+54
+0.7% +$2.36K 0.11% 125
2021
Q2 		$340K Buy
7,955
+103
+1% +$4.36K 0.12% 109
2021
Q1 		$319K Sell
7,852
-4,507
-36% -$177K 0.13% 93
2020
Q4 		$465K Buy
+12,359
New +$440K 0.2% 72

Other funds holding LRGF

Strategic Financial Services
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Tolleson Wealth Management
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Bellwether Advisors's LRGF Position: Q2 2026 in Review

Bellwether Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 0.22% in Q2 2026, buying an estimated $1.83K and bringing the position to 11,266 shares worth $852K. The position accounts for 0.13% of the portfolio, ranked #116.

Bellwether Advisors first reported a position in LRGF in Q4 2020 and has held it in 23 quarters since. 256 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Bellwether Advisors held 11,266 shares of iShares US Equity Factor ETF worth $852K as of Q2 2026.
  • Bellwether Advisors bought 25 iShares US Equity Factor ETF shares in Q2 2026, an estimated $1.83K.
  • iShares US Equity Factor ETF made up 0.13% of Bellwether Advisors's portfolio in Q2 2026, its #116 holding.
  • Bellwether Advisors first reported a position in iShares US Equity Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.