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

Realta Investment 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 		$4.02K Hold
53
– – ﹤0.01% 351
2026
Q1 		$3.5K Sell
53
-91
-63% -$6.25K ﹤0.01% 340
2025
Q4 		$9.99K Hold
144
– – ﹤0.01% 294
2025
Q3 		$9.93K Buy
144
+53
+58% +$3.52K ﹤0.01% 280
2025
Q2 		$5.84K Sell
91
-52
-36% -$3.08K ﹤0.01% 279
2025
Q1 		$8.3K Buy
143
+52
+57% +$3.17K ﹤0.01% 280
2024
Q4 		$5.57K Sell
91
-271
-75% -$16.5K ﹤0.01% 311
2024
Q3 		$21.8K Sell
362
-345
-49% -$19.5K 0.01% 273
2024
Q2 		$39.4K Sell
707
-35
-5% -$1.88K 0.01% 556
2024
Q1 		$39.9K Buy
+742
New +$37.7K 0.01% 580
2023
Q4 		– Sell
-703
Closed -$31.3K – 653
2023
Q3 		$31.3K Hold
703
– – 0.01% 566
2023
Q2 		$31.3K Buy
+703
New +$29.6K 0.01% 609
2023
Q1 		– Sell
-722
Closed -$28.2K – 669
2022
Q4 		$28.2K Buy
722
+98
+16% +$3.83K 0.01% 609
2022
Q3 		$23K Buy
+624
New +$25K 0.01% 609

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
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

Realta Investment Advisors's LRGF Position: Q2 2026 in Review

Realta Investment Advisors held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 53 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Realta Investment Advisors first reported a position in LRGF in Q3 2022 and has held it in 14 quarters since. The position peaked at $39.9K in Q1 2024. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Realta Investment Advisors held 53 shares of iShares US Equity Factor ETF worth $4.02K as of Q2 2026.
  • Realta Investment Advisors left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #351 holding.
  • Realta Investment Advisors first reported a position in iShares US Equity Factor ETF in Q3 2022 and has held it in 14 quarters since.
  • Realta Investment Advisors's iShares US Equity Factor ETF position peaked at $39.9K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.