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Clearstead Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Clearstead Advisors’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 		$115K Hold
1,527
– – ﹤0.01% 1244
2026
Q1 		$101K Hold
1,527
– – ﹤0.01% 1137
2025
Q4 		$106K Hold
1,527
– – ﹤0.01% 1112
2025
Q3 		$105K Hold
1,527
– – ﹤0.01% 1039
2025
Q2 		$97.9K Hold
1,527
– – ﹤0.01% 1068
2025
Q1 		$88.4K Hold
1,527
– – ﹤0.01% 1019
2024
Q4 		$92.2K Hold
1,527
– – ﹤0.01% 1044
2024
Q3 		$89.7K Hold
1,527
– – ﹤0.01% 1056
2024
Q2 		$85K Buy
1,527
+189
+14% +$10.2K ﹤0.01% 1035
2024
Q1 		$71.7K Hold
1,338
– – ﹤0.01% 681
2023
Q4 		$64.6K Hold
1,338
– – ﹤0.01% 685
2023
Q3 		$58K Hold
1,338
– – ﹤0.01% 668
2023
Q2 		$59.6K Hold
1,338
– – ﹤0.01% 693
2023
Q1 		$55.4K Hold
1,338
– – ﹤0.01% 645
2022
Q4 		$52.2K Hold
1,338
– – ﹤0.01% 618
2022
Q3 		$48K Hold
1,338
– – ﹤0.01% 616
2022
Q2 		$51K Hold
1,338
– – ﹤0.01% 618
2022
Q1 		$60K Hold
1,338
– – ﹤0.01% 648
2021
Q4 		$62K Buy
+1,338
New +$59.9K ﹤0.01% 619

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
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
PL
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

Clearstead Advisors's LRGF Position: Q2 2026 in Review

Clearstead Advisors held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 1,527 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Clearstead Advisors first reported a position in LRGF in Q4 2021 and has held it in 19 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Clearstead Advisors held 1,527 shares of iShares US Equity Factor ETF worth $115K as of Q2 2026.
  • Clearstead Advisors left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1244 holding.
  • Clearstead Advisors first reported a position in iShares US Equity Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.