Signature Estate & Investment Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Signature Estate & 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	$5.28M	Sell	69,817 -1,535	-2%	-$112K	0.1%	98
2026 Q1	$4.71M	Sell	71,352 -1,020	-1%	-$70K	0.1%	103
2025 Q4	$5.02M	Sell	72,372 -33,695	-32%	-$2.33M	0.1%	97
2025 Q3	$7.33M	Sell	106,067 -1,925	-2%	-$128K	0.16%	72
2025 Q2	$6.93M	Sell	107,992 -4,168	-4%	-$247K	0.16%	71
2025 Q1	$6.49M	Sell	112,160 -3,255	-3%	-$198K	0.17%	68
2024 Q4	$6.97M	Sell	115,415 -3,149	-3%	-$191K	0.17%	58
2024 Q3	$6.97M	Sell	118,564 -645	-0.5%	-$36.5K	0.16%	58
2024 Q2	$6.64M	Buy	+119,209	New	+$6.4M	0.17%	58

Other funds holding LRGF

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

Signature Estate & Investment Advisors's LRGF Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 2.2% in Q2 2026, selling an estimated $112K and leaving 69,817 shares worth $5.28M. The position accounts for 0.1% of the portfolio, ranked #98.

Signature Estate & Investment Advisors first reported a position in LRGF in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.33M in Q3 2025. 148 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Signature Estate & Investment Advisors held 69,817 shares of iShares US Equity Factor ETF worth $5.28M as of Q2 2026.
Signature Estate & Investment Advisors sold 1,535 iShares US Equity Factor ETF shares in Q2 2026, an estimated $112K.
iShares US Equity Factor ETF made up 0.1% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #98 holding.
Signature Estate & Investment Advisors first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's iShares US Equity Factor ETF position peaked at $7.33M in Q3 2025.
148 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.