Cary Street Partners’s iShares US Equity Factor ETF LRGF Stock Holding History

Cary Street Partners’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	$601K	Hold	7,948	–	–	0.01%	614
2026 Q1	$525K	Hold	7,948	–	–	0.01%	578
2025 Q4	$552K	Hold	7,948	–	–	0.01%	574
2025 Q3	$549K	Sell	7,948 -11	-0.1%	-$731	0.01%	551
2025 Q2	$510K	Sell	7,959 -159	-2%	-$9.43K	0.01%	547
2025 Q1	$470K	Hold	8,118	–	–	0.01%	550
2024 Q4	$490K	Buy	+8,118	New	+$493K	0.02%	515

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

Cary Street Partners's LRGF Position: Q2 2026 in Review

Cary Street Partners held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 7,948 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #614.

Cary Street Partners first reported a position in LRGF in Q4 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Cary Street Partners held 7,948 shares of iShares US Equity Factor ETF worth $601K as of Q2 2026.
Cary Street Partners left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
iShares US Equity Factor ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #614 holding.
Cary Street Partners first reported a position in iShares US Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.