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Diversify Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Diversify Wealth Management’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 Sell
52,399
-247
-0.5% -$18.1K 0.07% 251
2026
Q1 		$3.76M Buy
+52,646
New +$3.62M 0.07% 243

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
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 Wealth Management's LRGF Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares US Equity Factor ETF (LRGF) stake by 0.47% in Q2 2026, selling an estimated $18.1K and leaving 52,399 shares worth $3.95M. The position accounts for 0.07% of the portfolio, ranked #251.

Diversify Wealth Management first reported a position in LRGF in Q1 2026 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Diversify Wealth Management held 52,399 shares of iShares US Equity Factor ETF worth $3.95M as of Q2 2026.
  • Diversify Wealth Management sold 247 iShares US Equity Factor ETF shares in Q2 2026, an estimated $18.1K.
  • iShares US Equity Factor ETF made up 0.07% of Diversify Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Diversify Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.