MWM
LRGF icon

Modern Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Modern Wealth 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 		$137M Buy
1,810,836
+759,481
+72% +$55.6M 1.63% 9
2026
Q1 		$69.8M Buy
1,051,355
+194,532
+23% +$13.4M 1.2% 16
2025
Q4 		$59.5M Buy
856,823
+207,882
+32% +$14.4M 1.08% 18
2025
Q3 		$44.8M Buy
648,941
+341,720
+111% +$22.7M 0.89% 29
2025
Q2 		$19.7M Buy
307,221
+65,780
+27% +$3.9M 0.48% 50
2025
Q1 		$14M Buy
+241,441
New +$14.7M 0.45% 56

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
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
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

Modern Wealth Management's LRGF Position: Q2 2026 in Review

Modern Wealth Management increased its iShares US Equity Factor ETF (LRGF) stake by 72% in Q2 2026, buying an estimated $55.6M and bringing the position to 1,810,836 shares worth $137M. The position accounts for 1.63% of the portfolio, ranked #9.

Modern Wealth Management first reported a position in LRGF in Q1 2025 and has held it in 6 quarters since. 254 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Modern Wealth Management held 1,810,836 shares of iShares US Equity Factor ETF worth $137M as of Q2 2026.
  • Modern Wealth Management bought 759,481 iShares US Equity Factor ETF shares in Q2 2026, an estimated $55.6M.
  • iShares US Equity Factor ETF made up 1.63% of Modern Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Modern Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 254 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.