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Marino Stram & Associates’s iShares US Equity Factor ETF LRGF Stock Holding History

Marino Stram & Associates’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 		$753K Buy
9,960
+938
+10% +$68.6K 0.12% 103
2026
Q1 		$595K Buy
9,022
+105
+1% +$7.21K 0.11% 106
2025
Q4 		$619K Buy
8,917
+1,261
+16% +$87.4K 0.11% 109
2025
Q3 		$529K Buy
7,656
+1,323
+21% +$87.9K 0.1% 120
2025
Q2 		$406K Sell
6,333
-141
-2% -$8.36K 0.08% 125
2025
Q1 		$375K Buy
6,474
+310
+5% +$18.9K 0.08% 120
2024
Q4 		$372K Buy
6,164
+567
+10% +$34.4K 0.08% 121
2024
Q3 		$329K Buy
5,597
+2
+0% +$113 0.07% 129
2024
Q2 		$312K Buy
5,595
+2
+0% +$107 0.08% 127
2024
Q1 		$301K Buy
5,593
+1
+0% +$51 0.07% 135
2023
Q4 		$270K Sell
5,592
-91
-2% -$4.1K 0.07% 142
2023
Q3 		$246K Hold
5,683
– – 0.07% 140
2023
Q2 		$253K Buy
5,683
+3
+0.1% +$126 0.07% 141
2023
Q1 		$235K Buy
5,680
+2
+0% +$81 0.07% 140
2022
Q4 		$221K Buy
5,678
+3
+0.1% +$117 0.07% 141
2022
Q3 		$206K Buy
5,675
+3
+0.1% +$120 0.07% 133
2022
Q2 		$215K Buy
5,672
+2
+0% +$82 0.07% 135
2022
Q1 		$252K Buy
5,670
+2
+0% +$88 0.08% 134
2021
Q4 		$264K Buy
5,668
+2
+0% +$89 0.08% 131
2021
Q3 		$239K Buy
+5,666
New +$248K 0.08% 131
2021
Q2 		– Sell
-5,663
Closed -$230K – 282
2021
Q1 		$230K Buy
5,663
+2
+0% +$79 0.09% 126
2020
Q4 		$213K Buy
+5,661
New +$202K 0.09% 117
2019
Q2 		– Sell
-5,787
Closed -$180K – 359
2019
Q1 		$180K Buy
5,787
+312
+6% +$9.44K 0.13% 82
2018
Q4 		$154K Buy
5,475
+1,964
+56% +$60.4K 0.13% 82
2018
Q3 		$118K Buy
3,511
+2,591
+282% +$86.3K 0.09% 109
2018
Q2 		$29K Buy
+920
New +$29.7K 0.03% 206

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
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 22.94% 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

Marino Stram & Associates's LRGF Position: Q2 2026 in Review

Marino Stram & Associates increased its iShares US Equity Factor ETF (LRGF) stake by 10% in Q2 2026, buying an estimated $68.6K and bringing the position to 9,960 shares worth $753K. The position accounts for 0.12% of the portfolio, ranked #103.

Marino Stram & Associates first reported a position in LRGF in Q2 2018 and has held it in 26 quarters since. 112 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Marino Stram & Associates held 9,960 shares of iShares US Equity Factor ETF worth $753K as of Q2 2026.
  • Marino Stram & Associates bought 938 iShares US Equity Factor ETF shares in Q2 2026, an estimated $68.6K.
  • iShares US Equity Factor ETF made up 0.12% of Marino Stram & Associates's portfolio in Q2 2026, its #103 holding.
  • Marino Stram & Associates first reported a position in iShares US Equity Factor ETF in Q2 2018 and has held it in 26 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.