Savant Capital
LRGF icon

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

Strategic Financial Services
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Tolleson Wealth Management
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Ullmann Wealth Partners Group
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. 256 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.
  • 256 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.