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

EverSource Wealth 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 		$166K Buy
2,197
+6
+0.3% +$439 0.01% 1104
2026
Q1 		$145K Buy
2,191
+6
+0.3% +$412 ﹤0.01% 1230
2025
Q4 		$152K Sell
2,185
-136
-6% -$9.42K 0.01% 1092
2025
Q3 		$160K Sell
2,321
-38
-2% -$2.52K 0.01% 1021
2025
Q2 		$151K Buy
2,359
+7
+0.3% +$415 0.01% 993
2025
Q1 		$136K Buy
2,352
+6
+0.3% +$366 0.01% 796
2024
Q4 		$142K Buy
2,346
+6
+0.3% +$364 0.01% 798
2024
Q3 		$138K Buy
2,340
+7
+0.3% +$396 0.01% 687
2024
Q2 		$132K Sell
2,333
-313
-12% -$16.8K 0.01% 703
2024
Q1 		$136K Sell
2,646
-567
-18% -$28.8K 0.01% 610
2023
Q4 		$155K Buy
+3,213
New +$145K 0.01% 500

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

EverSource Wealth Advisors's LRGF Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 0.27% in Q2 2026, buying an estimated $439 and bringing the position to 2,197 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #1104.

EverSource Wealth Advisors first reported a position in LRGF in Q4 2023 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • EverSource Wealth Advisors held 2,197 shares of iShares US Equity Factor ETF worth $166K as of Q2 2026.
  • EverSource Wealth Advisors bought 6 iShares US Equity Factor ETF shares in Q2 2026, an estimated $439.
  • iShares US Equity Factor ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1104 holding.
  • EverSource Wealth Advisors first reported a position in iShares US Equity Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.