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

Concurrent Investment 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	$222K	Buy	+2,933	New	+$215K	﹤0.01%	1880

Other funds holding LRGF

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

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

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Concurrent Investment Advisors's LRGF Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 2,933 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1880 among its holdings.

252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Concurrent Investment Advisors held 2,933 shares of iShares US Equity Factor ETF worth $222K as of Q2 2026.
iShares US Equity Factor ETF was a new Concurrent Investment Advisors position in Q2 2026.
iShares US Equity Factor ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1880 holding.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.