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

Everpar 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 		$3.68M Buy
48,653
+4,777
+11% +$349K 1.05% 20
2026
Q1 		$2.9M Buy
43,876
+6,574
+18% +$451K 1% 21
2025
Q4 		$2.59M Buy
+37,302
New +$2.58M 0.96% 21

Other funds holding LRGF

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Everpar Advisors's LRGF Position: Q2 2026 in Review

Everpar Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 11% in Q2 2026, buying an estimated $349K and bringing the position to 48,653 shares worth $3.68M. The position accounts for 1.05% of the portfolio, ranked #20.

Everpar Advisors first reported a position in LRGF in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Everpar Advisors held 48,653 shares of iShares US Equity Factor ETF worth $3.68M as of Q2 2026.
  • Everpar Advisors bought 4,777 iShares US Equity Factor ETF shares in Q2 2026, an estimated $349K.
  • iShares US Equity Factor ETF made up 1.05% of Everpar Advisors's portfolio in Q2 2026, its #20 holding.
  • Everpar Advisors first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.