IWM
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IHT Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

IHT Wealth Management’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 		$208K Buy
+2,746
New +$201K ﹤0.01% 1171
2026
Q1 		– Sell
-3,360
Closed -$233K – 1305
2025
Q4 		$233K Sell
3,360
-95
-3% -$6.58K 0.01% 1061
2025
Q3 		$239K Sell
3,455
-29
-0.8% -$1.93K 0.01% 1044
2025
Q2 		$223K Sell
3,484
-50
-1% -$2.96K 0.01% 1038
2025
Q1 		$205K Sell
3,534
-57
-2% -$3.48K 0.01% 1027
2024
Q4 		$217K Sell
3,591
-188
-5% -$11.4K 0.01% 994
2024
Q3 		$222K Sell
3,779
-84
-2% -$4.75K 0.01% 1053
2024
Q2 		$215K Sell
3,863
-50
-1% -$2.69K 0.01% 934
2024
Q1 		$211K Buy
+3,913
New +$199K 0.01% 927
2023
Q1 		– Sell
-5,598
Closed -$218K – 979
2022
Q4 		$218K Sell
5,598
-1,345
-19% -$52.6K 0.01% 789
2022
Q3 		$251K Buy
6,943
+222
+3% +$8.91K 0.02% 685
2022
Q2 		$255K Sell
6,721
-568
-8% -$23.3K 0.02% 581
2022
Q1 		$324K Sell
7,289
-930
-11% -$40.8K 0.02% 541
2021
Q4 		$383K Sell
8,219
-602
-7% -$26.9K 0.03% 521
2021
Q3 		$372K Sell
8,821
-1,291
-13% -$56.5K 0.03% 524
2021
Q2 		$433K Sell
10,112
-634
-6% -$26.8K 0.03% 573
2021
Q1 		$437K Sell
10,746
-9,126
-46% -$359K 0.03% 501
2020
Q4 		$749K Sell
19,872
-18,948
-49% -$675K 0.06% 301
2020
Q3 		$1.29M Sell
38,820
-2,193
-5% -$72K 0.13% 167
2020
Q2 		$1.27M Sell
41,013
-3,341
-8% -$99.2K 0.17% 131
2020
Q1 		$1.17M Sell
44,354
-1,372
-3% -$44.2K 0.17% 145
2019
Q4 		$1.58M Buy
45,726
+1,361
+3% +$45.2K 0.19% 131
2019
Q3 		$1.42M Sell
44,365
-890
-2% -$28.3K 0.19% 126
2019
Q2 		$1.44M Buy
45,255
+3,487
+8% +$109K 0.21% 116
2019
Q1 		$1.3M Sell
41,768
-18,893
-31% -$572K 0.22% 116
2018
Q4 		$1.69M Buy
60,661
+44,176
+268% +$1.36M 0.33% 82
2018
Q3 		$554K Sell
16,485
-1,041
-6% -$34.7K 0.12% 216
2018
Q2 		$560K Buy
17,526
+5,392
+44% +$174K 0.14% 192
2018
Q1 		$375K Buy
12,134
+11,278
+1,318% +$364K 0.1% 230
2017
Q4 		$28K Buy
+856
New +$26.7K 0.01% 882

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

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

IHT Wealth Management opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 2,746 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1171 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in LRGF as recently as Q4 2025.

IHT Wealth Management first reported a position in LRGF in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.69M in Q4 2018. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • IHT Wealth Management held 2,746 shares of iShares US Equity Factor ETF worth $208K as of Q2 2026.
  • iShares US Equity Factor ETF was a new IHT Wealth Management position in Q2 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1171 holding.
  • IHT Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2017 and has held it in 30 quarters since.
  • IHT Wealth Management's iShares US Equity Factor ETF position peaked at $1.69M in Q4 2018.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

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