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International Assets Investment Management’s iShares US Equity Factor ETF LRGF Stock Holding History

International Assets Investment 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 		$8.91K Sell
118
-841
-88% -$61.5K ﹤0.01% 1832
2026
Q1 		$63.7K Hold
959
– – ﹤0.01% 1145
2025
Q4 		$66.6K Buy
+959
New +$66.4K ﹤0.01% 1127
2024
Q3 		– Sell
-168
Closed -$9.36K – 2301
2024
Q2 		$9.36K Buy
+168
New +$9.02K ﹤0.01% 1686

Other funds holding LRGF

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

International Assets Investment Management's LRGF Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares US Equity Factor ETF (LRGF) stake by 88% in Q2 2026, selling an estimated $61.5K and leaving 118 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

International Assets Investment Management first reported a position in LRGF in Q2 2024 and has held it in 4 quarters since. The position peaked at $66.6K in Q4 2025. 192 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • International Assets Investment Management held 118 shares of iShares US Equity Factor ETF worth $8.91K as of Q2 2026.
  • International Assets Investment Management sold 841 iShares US Equity Factor ETF shares in Q2 2026, an estimated $61.5K.
  • iShares US Equity Factor ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1832 holding.
  • International Assets Investment Management first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's iShares US Equity Factor ETF position peaked at $66.6K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.