Ergawealth Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Ergawealth Advisors’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	$310K	Buy	4,097 +2	+0%	+$146	0.12%	41
2026 Q1	$270K	Sell	4,095 -7	-0.2%	-$481	0.12%	48
2025 Q4	$285K	Sell	4,102 -984	-19%	-$68.2K	0.13%	43
2025 Q3	$351K	Buy	5,086 +4	+0.1%	+$266	0.16%	40
2025 Q2	$326K	Sell	5,082 -1,493	-23%	-$88.5K	0.15%	53
2025 Q1	$381K	Sell	6,575 -91	-1%	-$5.55K	0.19%	46
2024 Q4	$402K	Sell	6,666 -738	-10%	-$44.8K	0.2%	47
2024 Q3	$435K	Hold	7,404	–	–	0.22%	44
2024 Q2	$412K	Sell	7,404 -1	-0%	-$54	0.22%	43
2024 Q1	$398K	Sell	7,405 -2,617	-26%	-$133K	0.22%	40
2023 Q4	$484K	Sell	10,022 -9	-0.1%	-$405	0.3%	28
2023 Q3	$435K	Buy	10,031 +1,509	+18%	+$67.7K	0.3%	27
2023 Q2	$380K	Buy	8,522 +8	+0.1%	+$337	0.26%	29
2023 Q1	$353K	Sell	8,514 -693	-8%	-$28.2K	0.29%	29
2022 Q4	$359K	Buy	+9,207	New	+$360K	0.33%	32

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

Ergawealth Advisors's LRGF Position: Q2 2026 in Review

Ergawealth Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 0.05% in Q2 2026, buying an estimated $146 and bringing the position to 4,097 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #41.

Ergawealth Advisors first reported a position in LRGF in Q4 2022 and has held it in 15 quarters since. The position peaked at $484K in Q4 2023. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Ergawealth Advisors held 4,097 shares of iShares US Equity Factor ETF worth $310K as of Q2 2026.
Ergawealth Advisors bought 2 iShares US Equity Factor ETF shares in Q2 2026, an estimated $146.
iShares US Equity Factor ETF made up 0.12% of Ergawealth Advisors's portfolio in Q2 2026, its #41 holding.
Ergawealth Advisors first reported a position in iShares US Equity Factor ETF in Q4 2022 and has held it in 15 quarters since.
Ergawealth Advisors's iShares US Equity Factor ETF position peaked at $484K in Q4 2023.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.