Betterment LLC
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Betterment LLC’s iShares US Equity Factor ETF LRGF Stock Holding History

Betterment LLC’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 		$1.79M Sell
23,701
-834
-3% -$61K ﹤0.01% 263
2026
Q1 		$1.62M Sell
24,535
-402
-2% -$27.6K ﹤0.01% 261
2025
Q4 		$1.73M Buy
24,937
+166
+0.7% +$11.5K ﹤0.01% 247
2025
Q3 		$1.71M Buy
24,771
+204
+0.8% +$13.6K ﹤0.01% 235
2025
Q2 		$1.58M Sell
24,567
-211
-0.9% -$12.5K ﹤0.01% 233
2025
Q1 		$1.43M Buy
24,778
+1,607
+7% +$98K ﹤0.01% 232
2024
Q4 		$1.4M Buy
+23,171
New +$1.41M ﹤0.01% 230

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

Betterment LLC's LRGF Position: Q2 2026 in Review

Betterment LLC reduced its iShares US Equity Factor ETF (LRGF) stake by 3.4% in Q2 2026, selling an estimated $61K and leaving 23,701 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Betterment LLC first reported a position in LRGF in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Betterment LLC held 23,701 shares of iShares US Equity Factor ETF worth $1.79M as of Q2 2026.
  • Betterment LLC sold 834 iShares US Equity Factor ETF shares in Q2 2026, an estimated $61K.
  • iShares US Equity Factor ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #263 holding.
  • Betterment LLC first reported a position in iShares US Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.