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
2026 Q2	$1.81K	Buy	+24	New	+$1.76K	﹤0.01%	1750
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 $2.28B 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

Continuum Advisory's LRGF Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 24 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #1750 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in LRGF as recently as Q1 2025.

Continuum Advisory first reported a position in LRGF in Q1 2024 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Continuum Advisory held 24 shares of iShares US Equity Factor ETF worth $1.81K as of Q2 2026.
iShares US Equity Factor ETF was a new Continuum Advisory position in Q2 2026.
iShares US Equity Factor ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1750 holding.
Continuum Advisory first reported a position in iShares US Equity Factor ETF in Q1 2024 and has held it in 6 quarters since.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.