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Evolve Private Wealth’s iShares US Equity Factor ETF LRGF Stock Holding History

Evolve Private Wealth’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 		$9.16M Buy
121,145
+1,312
+1% +$96K 0.56% 28
2026
Q1 		$7.91M Sell
119,833
-1,426
-1% -$97.9K 0.42% 33
2025
Q4 		$8.42M Buy
+121,259
New +$8.4M 0.5% 30

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 $4B AUM 10.86% 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

Evolve Private Wealth's LRGF Position: Q2 2026 in Review

Evolve Private Wealth increased its iShares US Equity Factor ETF (LRGF) stake by 1.1% in Q2 2026, buying an estimated $96K and bringing the position to 121,145 shares worth $9.16M. The position accounts for 0.56% of the portfolio, ranked #28.

Evolve Private Wealth first reported a position in LRGF in Q4 2025 and has held it in 3 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Evolve Private Wealth held 121,145 shares of iShares US Equity Factor ETF worth $9.16M as of Q2 2026.
  • Evolve Private Wealth bought 1,312 iShares US Equity Factor ETF shares in Q2 2026, an estimated $96K.
  • iShares US Equity Factor ETF made up 0.56% of Evolve Private Wealth's portfolio in Q2 2026, its #28 holding.
  • Evolve Private Wealth first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.