Envestnet Asset Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Envestnet Asset 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	$52.9M	Buy	698,956 +40,370	+6%	+$2.95M	0.01%	838
2026 Q1	$43.5M	Buy	658,586 +56,532	+9%	+$3.88M	0.01%	877
2025 Q4	$41.8M	Buy	602,054 +51,964	+9%	+$3.6M	0.01%	828
2025 Q3	$38M	Buy	550,090 +54,041	+11%	+$3.59M	0.01%	898
2025 Q2	$31.8M	Buy	496,049 +44,685	+10%	+$2.65M	0.01%	973
2025 Q1	$26.1M	Buy	451,364 +34,818	+8%	+$2.12M	0.01%	1021
2024 Q4	$25.1M	Buy	416,546 +30,585	+8%	+$1.86M	0.01%	1060
2024 Q3	$22.7M	Buy	385,961 +35,675	+10%	+$2.02M	0.01%	1092
2024 Q2	$19.5M	Buy	350,286 +33,558	+11%	+$1.8M	0.01%	1142
2024 Q1	$17M	Buy	316,728 +303,147	+2,232%	+$15.4M	0.01%	1199
2023 Q4	$656K	Sell	13,581 -952	-7%	-$42.9K	﹤0.01%	3182
2023 Q3	$630K	Sell	14,533 -2,042	-12%	-$91.6K	﹤0.01%	3123
2023 Q2	$739K	Sell	16,575 -7,070	-30%	-$298K	﹤0.01%	2975
2023 Q1	$980K	Sell	23,645 -448,531	-95%	-$18.2M	﹤0.01%	2693
2022 Q4	$18.4M	Buy	472,176 +8,834	+2%	+$346K	0.01%	899
2022 Q3	$16.8M	Sell	463,342 -41,056	-8%	-$1.65M	0.01%	869
2022 Q2	$19.1M	Sell	504,398 -4,333	-0.9%	-$178K	0.01%	807
2022 Q1	$22.6M	Sell	508,731 -22,070	-4%	-$969K	0.01%	794
2021 Q4	$24.7M	Sell	530,801 -10,091	-2%	-$451K	0.01%	748
2021 Q3	$22.8M	Buy	540,892 +487,290	+909%	+$21.3M	0.01%	734
2021 Q2	$2.3M	Buy	53,602 +13,360	+33%	+$565K	﹤0.01%	1962
2021 Q1	$1.64M	Sell	40,242 -10,249	-20%	-$403K	﹤0.01%	2067
2020 Q4	$1.9M	Sell	50,491 -3,673	-7%	-$131K	﹤0.01%	1784
2020 Q3	$1.8M	Buy	54,164 +17,876	+49%	+$587K	﹤0.01%	1672
2020 Q2	$1.13M	Sell	36,288 -5,672	-14%	-$168K	﹤0.01%	1896
2020 Q1	$1.11M	Sell	41,960 -20,593	-33%	-$664K	﹤0.01%	1757
2019 Q4	$2.16M	Sell	62,553 -11,257	-15%	-$374K	﹤0.01%	1565
2019 Q3	$2.36M	Sell	73,810 -6,643	-8%	-$211K	﹤0.01%	1463
2019 Q2	$2.56M	Buy	80,453 +2,633	+3%	+$82.2K	﹤0.01%	1421
2019 Q1	$2.42M	Sell	77,820 -29,073	-27%	-$880K	﹤0.01%	1379
2018 Q4	$2.98M	Buy	106,893 +21,594	+25%	+$664K	﹤0.01%	1133
2018 Q3	$2.87M	Buy	+85,299	New	+$2.84M	0.01%	536

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

Envestnet Asset Management's LRGF Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares US Equity Factor ETF (LRGF) stake by 6.1% in Q2 2026, buying an estimated $2.95M and bringing the position to 698,956 shares worth $52.9M. The position accounts for 0.01% of the portfolio, ranked #838.

Envestnet Asset Management first reported a position in LRGF in Q3 2018 and has held it in 32 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Envestnet Asset Management held 698,956 shares of iShares US Equity Factor ETF worth $52.9M as of Q2 2026.
Envestnet Asset Management bought 40,370 iShares US Equity Factor ETF shares in Q2 2026, an estimated $2.95M.
iShares US Equity Factor ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #838 holding.
Envestnet Asset Management first reported a position in iShares US Equity Factor ETF in Q3 2018 and has held it in 32 quarters since.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.