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

Foundations Investment 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 		$824K Sell
10,890
-42
-0.4% -$3.07K 0.01% 628
2026
Q1 		$722K Buy
10,932
+2,107
+24% +$145K 0.01% 611
2025
Q4 		$613K Sell
8,825
-11
-0.1% -$762 0.01% 642
2025
Q3 		$610K Buy
8,836
+443
+5% +$29.4K 0.01% 603
2025
Q2 		$538K Buy
+8,393
New +$498K 0.01% 555

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

Foundations Investment Advisors's LRGF Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 0.38% in Q2 2026, selling an estimated $3.07K and leaving 10,890 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #628.

Foundations Investment Advisors first reported a position in LRGF in Q2 2025 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Foundations Investment Advisors held 10,890 shares of iShares US Equity Factor ETF worth $824K as of Q2 2026.
  • Foundations Investment Advisors sold 42 iShares US Equity Factor ETF shares in Q2 2026, an estimated $3.07K.
  • iShares US Equity Factor ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #628 holding.
  • Foundations Investment Advisors first reported a position in iShares US Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.