Intelligence Driven Advisers’s iShares US Equity Factor ETF LRGF Stock Holding History

Intelligence Driven Advisers’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 Q3	$1.78M	Buy	22,828 +146	+0.6%	+$11.3K	0.31%	40
2026 Q2	$1.72M	Sell	22,682 -779	-3%	-$57K	0.28%	39
2026 Q1	$1.55M	Buy	23,461 +1,823	+8%	+$125K	0.27%	33
2025 Q4	$1.5M	Sell	21,638 -1,156	-5%	-$80.1K	0.21%	39
2025 Q3	$1.57M	Sell	22,794 -587	-3%	-$39K	0.22%	39
2025 Q2	$1.5M	Buy	23,381 +6,035	+35%	+$358K	0.23%	39
2025 Q1	$1M	Buy	+17,346	New	+$1.06M	0.19%	41

Other funds holding LRGF

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Intelligence Driven Advisers's LRGF Position: Q3 2026 in Review

Intelligence Driven Advisers increased its iShares US Equity Factor ETF (LRGF) stake by 0.64% in Q3 2026, buying an estimated $11.3K and bringing the position to 22,828 shares worth $1.78M. The position accounts for 0.31% of the portfolio, ranked #40.

Intelligence Driven Advisers first reported a position in LRGF in Q1 2025 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

Intelligence Driven Advisers held 22,828 shares of iShares US Equity Factor ETF worth $1.78M as of Q3 2026.
Intelligence Driven Advisers bought 146 iShares US Equity Factor ETF shares in Q3 2026, an estimated $11.3K.
iShares US Equity Factor ETF made up 0.31% of Intelligence Driven Advisers's portfolio in Q3 2026, its #40 holding.
Intelligence Driven Advisers first reported a position in iShares US Equity Factor ETF in Q1 2025 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.