LWM Advisory Services’s iShares US Equity Factor ETF LRGF Stock Holding History

LWM Advisory Services’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	$726K	Buy	+9,595	New	+$702K	1.3%	19

Other funds holding LRGF

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

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 22.94% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

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

LWM Advisory Services's LRGF Position: Q2 2026 in Review

LWM Advisory Services opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 9,595 shares worth $726K. The stake represents 1.3% of the portfolio and ranks #19 among its holdings.

127 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

LWM Advisory Services held 9,595 shares of iShares US Equity Factor ETF worth $726K as of Q2 2026.
iShares US Equity Factor ETF was a new LWM Advisory Services position in Q2 2026.
iShares US Equity Factor ETF made up 1.3% of LWM Advisory Services's portfolio in Q2 2026, its #19 holding.
127 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.