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Silver Oak Securities’s iShares US Equity Factor ETF LRGF Stock Holding History

Silver Oak Securities’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 		$1.92M Buy
+25,367
New +$1.86M 0.12% 172
2024
Q2 		– Sell
-18,503
Closed -$996K – 512
2024
Q1 		$996K Buy
+18,503
New +$940K 0.15% 145

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

Silver Oak Securities's LRGF Position: Q2 2026 in Review

Silver Oak Securities opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 25,367 shares worth $1.92M. The stake represents 0.12% of the portfolio and ranks #172 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in LRGF as recently as Q1 2024.

Silver Oak Securities first reported a position in LRGF in Q1 2024 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Silver Oak Securities held 25,367 shares of iShares US Equity Factor ETF worth $1.92M as of Q2 2026.
  • iShares US Equity Factor ETF was a new Silver Oak Securities position in Q2 2026.
  • iShares US Equity Factor ETF made up 0.12% of Silver Oak Securities's portfolio in Q2 2026, its #172 holding.
  • Silver Oak Securities first reported a position in iShares US Equity Factor ETF in Q1 2024 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.