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 Q2	$875K	Sell	10,212 -317	-3%	-$26.5K	0.02%	642
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 $463M AUM 20.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

IHT Wealth Management's LRGE Position: Q2 2026 in Review

IHT Wealth Management reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 3% in Q2 2026, selling an estimated $26.5K and leaving 10,212 shares worth $875K. The position accounts for 0.02% of the portfolio, ranked #642.

IHT Wealth Management first reported a position in LRGE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.7M in Q3 2024. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

IHT Wealth Management held 10,212 shares of ClearBridge Large Cap Growth Select ETF worth $875K as of Q2 2026.
IHT Wealth Management sold 317 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $26.5K.
ClearBridge Large Cap Growth Select ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #642 holding.
IHT Wealth Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and has held it in 9 quarters since.
IHT Wealth Management's ClearBridge Large Cap Growth Select ETF position peaked at $1.7M in Q3 2024.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.