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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

Strategic Financial Services
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Tolleson Wealth Management
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 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. 256 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.
  • 256 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.