Jeff Yass’s iShares US Equity Factor ETF LRGF Stock Holding History

Jeff Yass’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	$1.91M	Buy	25,198 +19,441	+338%	+$1.42M	﹤0.01%	6587
2026 Q1	$380K	Buy	+5,757	New	+$395K	﹤0.01%	10338
2025 Q4	–	Sell	-17,744	Closed	-$1.23M	–	13066
2025 Q3	$1.23M	Buy	+17,744	New	+$1.18M	﹤0.01%	6867
2025 Q2	–	Sell	-11,191	Closed	-$648K	–	13267
2025 Q1	$648K	Buy	+11,191	New	+$682K	﹤0.01%	8332
2024 Q4	–	Sell	-8,819	Closed	-$518K	–	12781
2024 Q3	$518K	Buy	8,819 +123	+1%	+$6.96K	﹤0.01%	8380
2024 Q2	$484K	Buy	+8,696	New	+$467K	﹤0.01%	8339
2023 Q4	–	Sell	-55,913	Closed	-$2.42M	–	12894
2023 Q3	$2.42M	Buy	+55,913	New	+$2.51M	﹤0.01%	4770
2023 Q2	–	Sell	-91,411	Closed	-$3.79M	–	12695
2023 Q1	$3.79M	Buy	91,411 +77,898	+576%	+$3.17M	﹤0.01%	3878
2022 Q4	$527K	Sell	13,513 -108,927	-89%	-$4.26M	﹤0.01%	7719
2022 Q3	$4.43M	Buy	122,440 +90,831	+287%	+$3.65M	﹤0.01%	3366
2022 Q2	$1.2M	Buy	31,609 +144	+0.5%	+$5.92K	﹤0.01%	6085
2022 Q1	$1.4M	Sell	31,465 -7,386	-19%	-$324K	﹤0.01%	6314
2021 Q4	$1.81M	Buy	+38,851	New	+$1.74M	﹤0.01%	5743
2021 Q3	–	Sell	-41,429	Closed	-$1.77M	–	13212
2021 Q2	$1.77M	Buy	41,429 +30,775	+289%	+$1.3M	﹤0.01%	6191
2021 Q1	$433K	Sell	10,654 -34,415	-76%	-$1.35M	﹤0.01%	9804
2020 Q4	$1.7M	Sell	45,069 -8,207	-15%	-$292K	﹤0.01%	5456
2020 Q3	$1.77M	Buy	53,276 +12,839	+32%	+$421K	﹤0.01%	4865
2020 Q2	$1.26M	Buy	40,437 +10,891	+37%	+$323K	﹤0.01%	5406
2020 Q1	$781K	Buy	+29,546	New	+$952K	﹤0.01%	5941
2019 Q4	–	Sell	-46,318	Closed	-$1.48M	–	10236
2019 Q3	$1.48M	Buy	46,318 +38,886	+523%	+$1.24M	﹤0.01%	4848
2019 Q2	$236K	Sell	7,432 -100,061	-93%	-$3.12M	﹤0.01%	8801
2019 Q1	$3.34M	Buy	+107,493	New	+$3.25M	﹤0.01%	2982
2018 Q4	–	Sell	-62,501	Closed	-$2.1M	–	9519
2018 Q3	$2.1M	Buy	+62,501	New	+$2.08M	﹤0.01%	3900
2018 Q2	–	Sell	-29,928	Closed	-$943K	–	10040
2018 Q1	$943K	Buy	29,928 +20,905	+232%	+$676K	﹤0.01%	5363
2017 Q4	$287K	Buy	+9,023	New	+$281K	﹤0.01%	7660
2017 Q3	–	Sell	-19,944	Closed	-$572K	–	9276
2017 Q2	$572K	Buy	+19,944	New	+$566K	﹤0.01%	6393
2017 Q1	–	Sell	-19,418	Closed	-$519K	–	9511
2016 Q4	$519K	Buy	19,418 +5,453	+39%	+$140K	﹤0.01%	6903
2016 Q3	$352K	Sell	13,965 -9,759	-41%	-$244K	﹤0.01%	6663
2016 Q2	$575K	Buy	+23,724	New	+$573K	﹤0.01%	5888

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 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

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

Jeff Yass's LRGF Position: Q2 2026 in Review

Jeff Yass increased its iShares US Equity Factor ETF (LRGF) stake by 338% in Q2 2026, buying an estimated $1.42M and bringing the position to 25,198 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #6587.

Jeff Yass first reported a position in LRGF in Q2 2016 and has held it in 29 quarters since. The position peaked at $4.43M in Q3 2022. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Jeff Yass held 25,198 shares of iShares US Equity Factor ETF worth $1.91M as of Q2 2026.
Jeff Yass bought 19,441 iShares US Equity Factor ETF shares in Q2 2026, an estimated $1.42M.
iShares US Equity Factor ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6587 holding.
Jeff Yass first reported a position in iShares US Equity Factor ETF in Q2 2016 and has held it in 29 quarters since.
Jeff Yass's iShares US Equity Factor ETF position peaked at $4.43M in Q3 2022.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.