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SFE Investment Counsel’s iShares US Equity Factor ETF LRGF Stock Holding History

SFE Investment Counsel’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 		$370K Sell
4,889
-486
-9% -$35.6K 0.05% 120
2026
Q1 		$355K Hold
5,375
– – 0.06% 118
2025
Q4 		$373K Hold
5,375
– – 0.06% 116
2025
Q3 		$371K Sell
5,375
-100
-2% -$6.65K 0.06% 115
2025
Q2 		$351K Sell
5,475
-286
-5% -$17K 0.06% 112
2025
Q1 		$333K Buy
+5,761
New +$351K 0.07% 110

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

SFE Investment Counsel's LRGF Position: Q2 2026 in Review

SFE Investment Counsel reduced its iShares US Equity Factor ETF (LRGF) stake by 9% in Q2 2026, selling an estimated $35.6K and leaving 4,889 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #120.

SFE Investment Counsel first reported a position in LRGF in Q1 2025 and has held it in 6 quarters since. The position peaked at $373K in Q4 2025. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • SFE Investment Counsel held 4,889 shares of iShares US Equity Factor ETF worth $370K as of Q2 2026.
  • SFE Investment Counsel sold 486 iShares US Equity Factor ETF shares in Q2 2026, an estimated $35.6K.
  • iShares US Equity Factor ETF made up 0.05% of SFE Investment Counsel's portfolio in Q2 2026, its #120 holding.
  • SFE Investment Counsel first reported a position in iShares US Equity Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • SFE Investment Counsel's iShares US Equity Factor ETF position peaked at $373K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.