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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
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 $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Cheviot Value Management's LRGF Position: Q1 2026 in Review

Cheviot Value Management held its iShares US Equity Factor ETF (LRGF) position steady in Q1 2026 at 40 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Cheviot Value Management first reported a position in LRGF in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.83K in Q3 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Cheviot Value Management held 40 shares of iShares US Equity Factor ETF worth $2.64K as of Q1 2026.
  • Cheviot Value Management left its iShares US Equity Factor ETF share count unchanged in Q1 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q1 2026, its #343 holding.
  • Cheviot Value Management first reported a position in iShares US Equity Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Cheviot Value Management's iShares US Equity Factor ETF position peaked at $2.83K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.