IHT Wealth Management’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

IHT Wealth Management’s Portfolio LRGE Stock Details LRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$792K	Sell	10,529 -1,698	-14%	-$135K	0.02%	649
2025 Q4	$1.01M	Hold	12,227	–	–	0.02%	542
2025 Q3	$1.02M	Sell	12,227 -2,996	-20%	-$241K	0.03%	521
2025 Q2	$1.21M	Sell	15,223 -36	-0.2%	-$2.62K	0.03%	448
2025 Q1	$1.06M	Sell	15,259 -319	-2%	-$23.9K	0.03%	455
2024 Q4	$1.17M	Sell	15,578 -7,725	-33%	-$585K	0.04%	405
2024 Q3	$1.7M	Sell	23,303 -290	-1%	-$20.4K	0.05%	358
2024 Q2	$1.65M	Buy	+23,593	New	+$1.58M	0.06%	298

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IHT Wealth Management's LRGE Position: Q1 2026 in Review

IHT Wealth Management reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 14% in Q1 2026, selling an estimated $135K and leaving 10,529 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #649.

IHT Wealth Management first reported a position in LRGE in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q3 2024. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

IHT Wealth Management held 10,529 shares of ClearBridge Large Cap Growth Select ETF worth $792K as of Q1 2026.
IHT Wealth Management sold 1,698 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $135K.
ClearBridge Large Cap Growth Select ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #649 holding.
IHT Wealth Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and has held it in 8 quarters since.
IHT Wealth Management's ClearBridge Large Cap Growth Select ETF position peaked at $1.7M in Q3 2024.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.