Cheviot Value Management
LRGF icon

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

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

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. 256 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.
  • 256 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.