IC
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IEQ Capital’s iShares US Equity Factor ETF LRGF Stock Holding History

IEQ Capital’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 		$886K Buy
11,719
+6,274
+115% +$459K ﹤0.01% 1150
2026
Q1 		$359K Buy
5,445
+14
+0.3% +$961 ﹤0.01% 1444
2025
Q4 		$377K Buy
5,431
+20
+0.4% +$1.39K ﹤0.01% 1447
2025
Q3 		$374K Buy
5,411
+16
+0.3% +$1.06K ﹤0.01% 1425
2025
Q2 		$346K Buy
+5,395
New +$320K ﹤0.01% 1327

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

IEQ Capital's LRGF Position: Q2 2026 in Review

IEQ Capital increased its iShares US Equity Factor ETF (LRGF) stake by 115% in Q2 2026, buying an estimated $459K and bringing the position to 11,719 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

IEQ Capital 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.

  • IEQ Capital held 11,719 shares of iShares US Equity Factor ETF worth $886K as of Q2 2026.
  • IEQ Capital bought 6,274 iShares US Equity Factor ETF shares in Q2 2026, an estimated $459K.
  • iShares US Equity Factor ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1150 holding.
  • IEQ Capital 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 IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.