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Elevation Capital Advisory’s iShares US Equity Factor ETF LRGF Stock Holding History

Elevation Capital 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 		$1.33M Sell
17,588
-1,344
-7% -$98.3K 0.51% 41
2026
Q1 		$1.25M Sell
18,932
-178
-0.9% -$12.2K 0.53% 45
2025
Q4 		$1.33M Buy
19,110
+15,828
+482% +$1.1M 0.54% 45
2025
Q3 		$227K Buy
+3,282
New +$218K 0.09% 58

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

Elevation Capital Advisory's LRGF Position: Q2 2026 in Review

Elevation Capital Advisory reduced its iShares US Equity Factor ETF (LRGF) stake by 7.1% in Q2 2026, selling an estimated $98.3K and leaving 17,588 shares worth $1.33M. The position accounts for 0.51% of the portfolio, ranked #41.

Elevation Capital Advisory first reported a position in LRGF in Q3 2025 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Elevation Capital Advisory held 17,588 shares of iShares US Equity Factor ETF worth $1.33M as of Q2 2026.
  • Elevation Capital Advisory sold 1,344 iShares US Equity Factor ETF shares in Q2 2026, an estimated $98.3K.
  • iShares US Equity Factor ETF made up 0.51% of Elevation Capital Advisory's portfolio in Q2 2026, its #41 holding.
  • Elevation Capital Advisory first reported a position in iShares US Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.