LexAurum Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

LexAurum Advisors’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	$221K	Buy	+2,926	New	+$214K	0.03%	390
2025 Q3	$202K	Buy	+2,926	New	+$194K	0.03%	361
2023 Q1	–	Sell	-5,394	Closed	-$210K	–	261
2022 Q4	$210K	Sell	5,394 -26,128	-83%	-$1.02M	0.08%	230
2022 Q3	$1.14M	Buy	31,522 +25,564	+429%	+$1.03M	0.44%	50
2022 Q2	$226K	Sell	5,958 -121	-2%	-$4.97K	0.08%	214
2022 Q1	$270K	Sell	6,079 -2,088	-26%	-$91.7K	0.09%	204
2021 Q4	$380K	Buy	8,167 +157	+2%	+$7.02K	0.12%	169
2021 Q3	$338K	Buy	8,010 +38	+0.5%	+$1.66K	0.1%	210
2021 Q2	$341K	Sell	7,972 -3,099	-28%	-$131K	0.1%	212
2021 Q1	$450K	Sell	11,071 -1,920	-15%	-$75.4K	0.15%	152
2020 Q4	$489K	Sell	12,991 -1,241	-9%	-$44.2K	0.18%	136
2020 Q3	$473K	Sell	14,232 -933	-6%	-$30.6K	0.19%	108
2020 Q2	$471K	Sell	15,165 -1,398	-8%	-$41.5K	0.26%	90
2020 Q1	$438K	Buy	+16,563	New	+$534K	0.3%	67

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

LexAurum Advisors's LRGF Position: Q2 2026 in Review

LexAurum Advisors opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 2,926 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #390 among its holdings. This is a return to the name: LexAurum Advisors previously reported a position in LRGF as recently as Q3 2025.

LexAurum Advisors first reported a position in LRGF in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.14M in Q3 2022. 102 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

LexAurum Advisors held 2,926 shares of iShares US Equity Factor ETF worth $221K as of Q2 2026.
iShares US Equity Factor ETF was a new LexAurum Advisors position in Q2 2026.
iShares US Equity Factor ETF made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #390 holding.
LexAurum Advisors first reported a position in iShares US Equity Factor ETF in Q1 2020 and has held it in 14 quarters since.
LexAurum Advisors's iShares US Equity Factor ETF position peaked at $1.14M in Q3 2022.
102 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.