Envestnet Portfolio Solutions
LRGF icon

Envestnet Portfolio Solutions’s iShares US Equity Factor ETF LRGF Stock Holding History

Envestnet Portfolio Solutions’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 		$403K Hold
5,328
– – ﹤0.01% 1068
2026
Q1 		$352K Hold
5,328
– – ﹤0.01% 1044
2025
Q4 		$370K Hold
5,328
– – ﹤0.01% 1179
2025
Q3 		$368K Hold
5,328
– – ﹤0.01% 1157
2025
Q2 		$342K Hold
5,328
– – ﹤0.01% 1283
2025
Q1 		$308K Hold
5,328
– – ﹤0.01% 1278
2024
Q4 		$322K Sell
5,328
-345
-6% -$21K ﹤0.01% 1472
2024
Q3 		$333K Sell
5,673
-916
-14% -$51.9K ﹤0.01% 1391
2024
Q2 		$367K Sell
6,589
-776
-11% -$41.7K ﹤0.01% 1269
2024
Q1 		$396K Buy
7,365
+2,037
+38% +$104K ﹤0.01% 1208
2023
Q4 		$257K Hold
5,328
– – ﹤0.01% 1374
2023
Q3 		$231K Buy
+5,328
New +$239K ﹤0.01% 1365

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

Envestnet Portfolio Solutions's LRGF Position: Q2 2026 in Review

Envestnet Portfolio Solutions held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 5,328 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Envestnet Portfolio Solutions first reported a position in LRGF in Q3 2023 and has held it in 12 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Envestnet Portfolio Solutions held 5,328 shares of iShares US Equity Factor ETF worth $403K as of Q2 2026.
  • Envestnet Portfolio Solutions left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1068 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares US Equity Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.