SAI
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Savvy Advisors Inc’s iShares US Equity Factor ETF LRGF Stock Holding History

Savvy Advisors Inc’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 		$780K Buy
10,318
+124
+1% +$9.07K 0.02% 615
2026
Q1 		$673K Buy
10,194
+4,512
+79% +$310K 0.02% 567
2025
Q4 		$395K Buy
5,682
+235
+4% +$16.3K 0.01% 655
2025
Q3 		$376K Hold
5,447
– – 0.02% 533
2025
Q2 		$349K Hold
5,447
– – 0.02% 453
2025
Q1 		$315K Hold
5,447
– – 0.03% 382
2024
Q4 		$329K Hold
5,447
– – 0.04% 324
2024
Q3 		$320K Buy
+5,447
New +$308K 0.07% 250

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

Savvy Advisors Inc's LRGF Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares US Equity Factor ETF (LRGF) stake by 1.2% in Q2 2026, buying an estimated $9.07K and bringing the position to 10,318 shares worth $780K. The position accounts for 0.02% of the portfolio, ranked #615.

Savvy Advisors Inc first reported a position in LRGF in Q3 2024 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Savvy Advisors Inc held 10,318 shares of iShares US Equity Factor ETF worth $780K as of Q2 2026.
  • Savvy Advisors Inc bought 124 iShares US Equity Factor ETF shares in Q2 2026, an estimated $9.07K.
  • iShares US Equity Factor ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #615 holding.
  • Savvy Advisors Inc first reported a position in iShares US Equity Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.