Clear Investment Research’s iShares US Equity Factor ETF LRGF Stock Holding History

Clear Investment Research’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	–	Sell	-2,571	Closed	-$170K	–	142
2026 Q1	$170K	Buy	+2,571	New	+$177K	0.27%	61
2025 Q4	–	Sell	-2,571	Closed	-$178K	–	151
2025 Q3	$178K	Hold	2,571	–	–	0.24%	68
2025 Q2	$165K	Hold	2,571	–	–	0.21%	67
2025 Q1	$149K	Hold	2,571	–	–	0.2%	65
2024 Q4	$155K	Sell	2,571 -147	-5%	-$8.93K	0.2%	62
2024 Q3	$160K	Sell	2,718 -1,100	-29%	-$62.3K	0.21%	62
2024 Q2	$213K	Hold	3,818	–	–	0.28%	49
2024 Q1	$205K	Hold	3,818	–	–	0.28%	50
2023 Q4	$184K	Sell	3,818 -140	-4%	-$6.3K	0.26%	57
2023 Q3	$171K	Buy	3,958 +9	+0.2%	+$404	0.3%	49
2023 Q2	$176K	Hold	3,949	–	–	0.3%	48
2023 Q1	$164K	Sell	3,949 -285	-7%	-$11.6K	0.29%	48
2022 Q4	$165K	Hold	4,234	–	–	0.32%	48
2022 Q3	$153K	Hold	4,234	–	–	0.32%	46
2022 Q2	$160K	Hold	4,234	–	–	0.35%	49
2022 Q1	$188K	Hold	4,234	–	–	0.37%	49
2021 Q4	$197K	Hold	4,234	–	–	0.3%	50
2021 Q3	$178K	Hold	4,234	–	–	0.29%	51
2021 Q2	$181K	Sell	4,234 -35	-0.8%	-$1.48K	0.3%	47
2021 Q1	$173K	Buy	4,269 +237	+6%	+$9.31K	0.31%	44
2020 Q4	$152K	Buy	4,032 +336	+9%	+$12K	0.27%	49
2020 Q3	$123K	Buy	3,696 +25	+0.7%	+$820	0.25%	51
2020 Q2	$114K	Sell	3,671 -1,506	-29%	-$44.7K	0.24%	49
2020 Q1	$137K	Buy	5,177 +4,578	+764%	+$148K	0.33%	42
2019 Q4	$21K	Sell	599 -3,971	-87%	-$132K	0.04%	78
2019 Q3	$146K	Sell	4,570 -1,884	-29%	-$59.9K	0.31%	45
2019 Q2	$205K	Buy	6,454 +1,161	+22%	+$36.2K	0.34%	38
2019 Q1	$164K	Sell	5,293 -459	-8%	-$13.9K	0.26%	40
2018 Q4	$160K	Buy	5,752 +974	+20%	+$30K	0.26%	37
2018 Q3	$161K	Buy	+4,778	New	+$159K	0.23%	39

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

Clear Investment Research's LRGF Position: Q2 2026 in Review

Clear Investment Research sold out of iShares US Equity Factor ETF (LRGF) in Q2 2026, closing a stake of 2,571 shares — an estimated $170K sold.

Clear Investment Research first reported a position in LRGF in Q3 2018 and held it in 30 quarters. The position peaked at $213K in Q2 2024. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Clear Investment Research reported no remaining iShares US Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 2,571 iShares US Equity Factor ETF shares in Q2 2026, an estimated $170K.
Clear Investment Research first reported a position in iShares US Equity Factor ETF in Q3 2018 and held it in 30 quarters.
Clear Investment Research's iShares US Equity Factor ETF position peaked at $213K in Q2 2024.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.