CCA
LRGF icon

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

Clearwater Capital 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 		$86.9M Buy
1,149,647
+21,205
+2% +$1.55M 6.37% 3
2026
Q1 		$74.5M Buy
1,128,442
+60,478
+6% +$4.15M 6.01% 3
2025
Q4 		$74.1M Buy
1,067,964
+5,043
+0.5% +$349K 6.18% 3
2025
Q3 		$73.4M Sell
1,062,921
-4,189
-0.4% -$278K 6.26% 3
2025
Q2 		$68.4M Buy
1,067,110
+6,230
+0.6% +$369K 6.25% 3
2025
Q1 		$61.4M Buy
1,060,880
+26,155
+3% +$1.59M 5.93% 3
2024
Q4 		$62.4M Buy
1,034,725
+2,727
+0.3% +$166K 6.11% 3
2024
Q3 		$60.7M Buy
1,031,998
+17,856
+2% +$1.01M 5.91% 3
2024
Q2 		$56.5M Sell
1,014,142
-23,549
-2% -$1.26M 5.98% 4
2024
Q1 		$55.8M Sell
1,037,691
-33,951
-3% -$1.73M 5.96% 4
2023
Q4 		$51.7M Sell
1,071,642
-2,014
-0.2% -$90.7K 5.8% 4
2023
Q3 		$46.5M Sell
1,073,656
-4,406
-0.4% -$198K 5.7% 4
2023
Q2 		$48M Sell
1,078,062
-20,934
-2% -$883K 5.72% 4
2023
Q1 		$45.5M Sell
1,098,996
-15,413
-1% -$627K 5.56% 5
2022
Q4 		$43.5M Buy
1,114,409
+28,484
+3% +$1.11M 5.67% 4
2022
Q3 		$39.3M Buy
1,085,925
+63,133
+6% +$2.53M 5.43% 3
2022
Q2 		$38.8M Sell
1,022,792
-44,624
-4% -$1.83M 5.3% 3
2022
Q1 		$47.5M Buy
1,067,416
+18,102
+2% +$795K 5.44% 3
2021
Q4 		$48.9M Buy
1,049,314
+28,075
+3% +$1.26M 5.39% 3
2021
Q3 		$43M Sell
1,021,239
-44,764
-4% -$1.96M 4.99% 4
2021
Q2 		$45.7M Buy
1,066,003
+30,593
+3% +$1.29M 5.31% 3
2021
Q1 		$42.1M Buy
1,035,410
+117,994
+13% +$4.64M 5.26% 4
2020
Q4 		$34.6M Buy
917,416
+58,145
+7% +$2.07M 4.59% 5
2020
Q3 		$28.5M Buy
859,271
+20,677
+2% +$679K 4.48% 6
2020
Q2 		$26.1M Buy
838,594
+191,467
+30% +$5.68M 4.36% 7
2020
Q1 		$17.1M Sell
647,127
-33,433
-5% -$1.08M 3.69% 9
2019
Q4 		$23.5M Buy
680,560
+235,234
+53% +$7.81M 3.91% 6
2019
Q3 		$14.2M Buy
445,326
+174,773
+65% +$5.56M 2.51% 9
2019
Q2 		$8.59M Buy
270,553
+121,222
+81% +$3.78M 1.56% 18
2019
Q1 		$4.63M Buy
149,331
+133,950
+871% +$4.05M 0.87% 28
2018
Q4 		$429K Buy
+15,381
New +$473K 0.09% 150

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
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Clearwater Capital Advisors's LRGF Position: Q2 2026 in Review

Clearwater Capital Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 1.9% in Q2 2026, buying an estimated $1.55M and bringing the position to 1,149,647 shares worth $86.9M. The position accounts for 6.37% of the portfolio, ranked #3.

Clearwater Capital Advisors first reported a position in LRGF in Q4 2018 and has held it in 31 quarters since. 253 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Clearwater Capital Advisors held 1,149,647 shares of iShares US Equity Factor ETF worth $86.9M as of Q2 2026.
  • Clearwater Capital Advisors bought 21,205 iShares US Equity Factor ETF shares in Q2 2026, an estimated $1.55M.
  • iShares US Equity Factor ETF made up 6.37% of Clearwater Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • Clearwater Capital Advisors first reported a position in iShares US Equity Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

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