CA
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Continuum Advisory’s iShares US Equity Factor ETF LRGF Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-24
Closed -$1.39K – 1087
2025
Q1 		$1.39K Hold
24
– – ﹤0.01% 1448
2024
Q4 		$1.45K Hold
24
– – ﹤0.01% 1523
2024
Q3 		$1.47K Hold
24
– – ﹤0.01% 1537
2024
Q2 		$1.34K Hold
24
– – ﹤0.01% 1404
2024
Q1 		$1.28K Buy
+24
New +$1.22K ﹤0.01% 1417

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Continuum Advisory's LRGF Position: Q2 2025 in Review

Continuum Advisory sold out of iShares US Equity Factor ETF (LRGF) in Q2 2025, closing a stake of 24 shares — an estimated $1.39K sold.

Continuum Advisory first reported a position in LRGF in Q1 2024 and held it in 5 quarters. The position peaked at $1.47K in Q3 2024. 212 funds tracked by Wall St. Rank hold LRGF as of Q2 2025.

  • Continuum Advisory reported no remaining iShares US Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 24 iShares US Equity Factor ETF shares in Q2 2025, an estimated $1.39K.
  • Continuum Advisory first reported a position in iShares US Equity Factor ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's iShares US Equity Factor ETF position peaked at $1.47K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.