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

Farther Finance 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	$3.98M	Sell	52,673 -14,854	-22%	-$1.09M	0.03%	471
2026 Q1	$4.49M	Buy	67,527 +33,073	+96%	+$2.27M	0.04%	375
2025 Q4	$2.39M	Sell	34,454 -212	-0.6%	-$14.7K	0.03%	523
2025 Q3	$2.39M	Sell	34,666 -51,262	-60%	-$3.41M	0.04%	392
2025 Q2	$5.51M	Buy	85,928 +887	+1%	+$52.6K	0.11%	176
2025 Q1	$4.94M	Sell	85,041 -11,469	-12%	-$699K	0.13%	150
2024 Q4	$5.82M	Buy	96,510 +4,738	+5%	+$288K	0.21%	99
2024 Q3	$5.39M	Sell	91,772 -388	-0.4%	-$22K	0.2%	97
2024 Q2	$5.14M	Sell	92,160 -1,547	-2%	-$83.1K	0.25%	76
2024 Q1	$5.04M	Sell	93,707 -35,794	-28%	-$1.82M	0.31%	63
2023 Q4	$6.25M	Buy	129,501 +1,079	+0.8%	+$48.6K	0.45%	44
2023 Q3	$5.56M	Buy	128,422 +26,815	+26%	+$1.2M	0.87%	23
2023 Q2	$4.53M	Buy	101,607 +24,244	+31%	+$1.02M	0.99%	18
2023 Q1	$3.21M	Buy	77,363 +22,135	+40%	+$900K	0.94%	21
2022 Q4	$2.15M	Buy	+55,228	New	+$2.16M	0.83%	20

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

Farther Finance Advisors's LRGF Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 22% in Q2 2026, selling an estimated $1.09M and leaving 52,673 shares worth $3.98M. The position accounts for 0.03% of the portfolio, ranked #471.

Farther Finance Advisors first reported a position in LRGF in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.25M in Q4 2023. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Farther Finance Advisors held 52,673 shares of iShares US Equity Factor ETF worth $3.98M as of Q2 2026.
Farther Finance Advisors sold 14,854 iShares US Equity Factor ETF shares in Q2 2026, an estimated $1.09M.
iShares US Equity Factor ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #471 holding.
Farther Finance Advisors first reported a position in iShares US Equity Factor ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's iShares US Equity Factor ETF position peaked at $6.25M in Q4 2023.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.