Diversify Advisory Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Diversify Advisory Services’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	$3.95M	Buy	+52,399	New	+$3.83M	0.07%	251
2026 Q1	–	Sell	-48,389	Closed	-$3.38M	–	594
2025 Q4	$3.38M	Sell	48,389 -635	-1%	-$44K	0.11%	142
2025 Q3	$3.44M	Buy	49,024 +8	+0%	+$532	0.12%	139
2025 Q2	$3.26M	Sell	49,016 -1,488	-3%	-$88.2K	0.12%	120
2025 Q1	$2.9M	Sell	50,504 -1,962	-4%	-$120K	0.18%	91
2024 Q4	$3.15M	Buy	52,466 +5,250	+11%	+$319K	0.17%	85
2024 Q3	$2.83M	Buy	47,216 +3,328	+8%	+$188K	0.15%	119
2024 Q2	$2.48M	Sell	43,888 -2,990	-6%	-$161K	0.14%	133
2024 Q1	$2.52M	Buy	+46,878	New	+$2.38M	0.15%	138

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 $4B AUM 10.86% 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

Diversify Advisory Services's LRGF Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 52,399 shares worth $3.95M. The stake represents 0.07% of the portfolio and ranks #251 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in LRGF as recently as Q4 2025.

Diversify Advisory Services first reported a position in LRGF in Q1 2024 and has held it in 9 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Diversify Advisory Services held 52,399 shares of iShares US Equity Factor ETF worth $3.95M as of Q2 2026.
iShares US Equity Factor ETF was a new Diversify Advisory Services position in Q2 2026.
iShares US Equity Factor ETF made up 0.07% of Diversify Advisory Services's portfolio in Q2 2026, its #251 holding.
Diversify Advisory Services first reported a position in iShares US Equity Factor ETF in Q1 2024 and has held it in 9 quarters since.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.