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

IFP 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	$267K	Buy	3,535 +3,196	+943%	+$234K	﹤0.01%	1350
2026 Q1	$22.4K	Sell	339 -2,424	-88%	-$166K	﹤0.01%	2714
2025 Q4	$192K	Buy	2,763 +2,621	+1,846%	+$182K	﹤0.01%	1391
2025 Q3	$9.81K	Hold	142	–	–	﹤0.01%	2914
2025 Q2	$9.11K	Hold	142	–	–	﹤0.01%	2972
2025 Q1	$8.22K	Buy	142 +80	+129%	+$4.88K	﹤0.01%	2650
2024 Q4	$3.74K	Hold	62	–	–	﹤0.01%	2906
2024 Q3	$3.64K	Hold	62	–	–	﹤0.01%	2773
2024 Q2	$3.45K	Hold	62	–	–	﹤0.01%	2685
2024 Q1	$3.34K	Sell	62 -25	-29%	-$1.27K	﹤0.01%	2566
2023 Q4	$4.2K	Sell	87 -251	-74%	-$11.3K	﹤0.01%	2478
2023 Q3	$14.6K	Sell	338 -64	-16%	-$2.87K	﹤0.01%	2095
2023 Q2	$17.9K	Sell	402 -20	-5%	-$843	﹤0.01%	2061
2023 Q1	$13.8K	Sell	422 -1,477	-78%	-$60.1K	﹤0.01%	2167
2022 Q4	$63K	Sell	1,899 -281	-13%	-$11K	﹤0.01%	2078
2022 Q3	$71K	Buy	2,180 +203	+10%	+$8.15K	﹤0.01%	2110
2022 Q2	$64K	Hold	1,977	–	–	﹤0.01%	1990
2022 Q1	$64K	Buy	1,977 +1,418	+254%	+$62.3K	﹤0.01%	1990
2021 Q4	$26K	Buy	559 +20	+4%	+$895	﹤0.01%	1828
2021 Q3	$23K	Hold	539	–	–	﹤0.01%	1921
2021 Q2	$23K	Buy	539 +32	+6%	+$1.35K	﹤0.01%	1873
2021 Q1	$21K	Buy	507 +221	+77%	+$8.68K	﹤0.01%	1837
2020 Q4	$10K	Buy	286 +177	+162%	+$6.3K	﹤0.01%	2077
2020 Q3	$3K	Buy	+109	New	+$3.58K	﹤0.01%	2371
2020 Q2	–	Sell	-262	Closed	-$7.78K	–	2855
2020 Q1	$8K	Sell	262 -1,209	-82%	-$39K	﹤0.01%	1878
2019 Q4	$51K	Buy	1,471 +342	+30%	+$11.3K	﹤0.01%	1244
2019 Q3	$36K	Buy	+1,129	New	+$35.9K	﹤0.01%	1507
2019 Q1	$51K	Sell	1,623 -4,914	-75%	-$149K	0.01%	963
2018 Q4	$180K	Sell	6,537 -793	-11%	-$24.4K	0.01%	912
2018 Q3	$246K	Buy	7,330 +167	+2%	+$5.56K	0.01%	974
2018 Q2	$229K	Buy	7,163 +4,376	+157%	+$141K	0.01%	997
2018 Q1	$89K	Hold	2,787	–	–	﹤0.01%	1454
2017 Q4	$89K	Hold	2,787	–	–	﹤0.01%	1466
2017 Q3	$83K	Hold	2,787	–	–	﹤0.01%	1664
2017 Q2	$80K	Buy	2,787 +836	+43%	+$23.7K	﹤0.01%	1663
2017 Q1	$55K	Buy	+1,951	New	+$54K	﹤0.01%	1861
2016 Q2	–	Sell	-1,623	Closed	-$51K	–	3963
2016 Q1	$51K	Buy	+1,623	New	+$37.3K	0.01%	962

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

IFP Advisors's LRGF Position: Q2 2026 in Review

IFP Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 943% in Q2 2026, buying an estimated $234K and bringing the position to 3,535 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

IFP Advisors first reported a position in LRGF in Q1 2016 and has held it in 37 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

IFP Advisors held 3,535 shares of iShares US Equity Factor ETF worth $267K as of Q2 2026.
IFP Advisors bought 3,196 iShares US Equity Factor ETF shares in Q2 2026, an estimated $234K.
iShares US Equity Factor ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1350 holding.
IFP Advisors first reported a position in iShares US Equity Factor ETF in Q1 2016 and has held it in 37 quarters since.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.