Cheviot Value Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Cheviot Value 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	$3.02K	Hold	40	–	–	﹤0.01%	356
2026 Q1	$2.64K	Hold	40	–	–	﹤0.01%	343
2025 Q4	$2.8K	Hold	40	–	–	﹤0.01%	338
2025 Q3	$2.83K	Hold	40	–	–	﹤0.01%	362
2025 Q2	$2.64K	Hold	40	–	–	﹤0.01%	346
2025 Q1	$2.34K	Buy	+40	New	+$2.44K	﹤0.01%	363

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

Cheviot Value Management's LRGF Position: Q2 2026 in Review

Cheviot Value Management held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 40 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Cheviot Value Management first reported a position in LRGF in Q1 2025 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Cheviot Value Management held 40 shares of iShares US Equity Factor ETF worth $3.02K as of Q2 2026.
Cheviot Value Management left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
iShares US Equity Factor ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #356 holding.
Cheviot Value Management first reported a position in iShares US Equity Factor ETF in Q1 2025 and has held it in 6 quarters since.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.