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Guardian Wealth Advisors (North Carolina)’s iShares US Equity Factor ETF LRGF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-452
Closed -$29.8K – 510
2026
Q1 		$29.8K Buy
+452
New +$31K ﹤0.01% 476
2025
Q3 		– Sell
-452
Closed -$29K – 473
2025
Q2 		$29K Hold
452
– – ﹤0.01% 434
2025
Q1 		$26.2K Hold
452
– – ﹤0.01% 422
2024
Q4 		$27.3K Buy
+452
New +$27.5K ﹤0.01% 397

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

Guardian Wealth Advisors (North Carolina)'s LRGF Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares US Equity Factor ETF (LRGF) in Q2 2026, closing a stake of 452 shares — an estimated $29.8K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in LRGF in Q4 2024 and held it in 4 quarters. The position peaked at $29.8K in Q1 2026. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares US Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 452 iShares US Equity Factor ETF shares in Q2 2026, an estimated $29.8K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Equity Factor ETF in Q4 2024 and held it in 4 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares US Equity Factor ETF position peaked at $29.8K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.