Savant Capital’s iShares US Equity Factor ETF LRGF Stock Holding History

Savant Capital’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	$901K	Buy	+11,912	New	+$871K	﹤0.01%	929
2026 Q1	–	Sell	-4,028	Closed	-$280K	–	1547
2025 Q4	$280K	Buy	+4,028	New	+$279K	﹤0.01%	1093
2020 Q3	–	Sell	-7,789	Closed	-$242K	–	410
2020 Q2	$242K	Sell	7,789 -1,223	-14%	-$36.3K	0.02%	350
2020 Q1	$238K	Buy	+9,012	New	+$290K	0.02%	332

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 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

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

Savant Capital's LRGF Position: Q2 2026 in Review

Savant Capital opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 11,912 shares worth $901K. The stake represents ﹤0.01% of the portfolio and ranks #929 among its holdings. This is a return to the name: Savant Capital previously reported a position in LRGF as recently as Q4 2025.

Savant Capital first reported a position in LRGF in Q1 2020 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Savant Capital held 11,912 shares of iShares US Equity Factor ETF worth $901K as of Q2 2026.
iShares US Equity Factor ETF was a new Savant Capital position in Q2 2026.
iShares US Equity Factor ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #929 holding.
Savant Capital first reported a position in iShares US Equity Factor ETF in Q1 2020 and has held it in 4 quarters since.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.