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Smartleaf Asset Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Smartleaf Asset Management’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 		$24.3K Hold
323
– – ﹤0.01% 1908
2026
Q1 		$20.7K Hold
323
– – ﹤0.01% 1935
2025
Q4 		$22.6K Hold
323
– – ﹤0.01% 1965
2025
Q3 		$22.3K Hold
323
– – ﹤0.01% 1776
2025
Q2 		$20.6K Sell
323
-478
-60% -$28.3K ﹤0.01% 1541
2025
Q1 		$46.1K Buy
801
+780
+3,714% +$47.5K ﹤0.01% 1192
2024
Q4 		$1.27K Hold
21
– – ﹤0.01% 2632
2024
Q3 		$1.23K Hold
21
– – ﹤0.01% 2613
2024
Q2 		$1.17K Hold
21
– – ﹤0.01% 2376
2024
Q1 		$1.13K Hold
21
– – ﹤0.01% 1591
2023
Q4 		$1.02K Buy
+21
New +$946 ﹤0.01% 1038

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

Smartleaf Asset Management's LRGF Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 323 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Smartleaf Asset Management first reported a position in LRGF in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.1K in Q1 2025. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Smartleaf Asset Management held 323 shares of iShares US Equity Factor ETF worth $24.3K as of Q2 2026.
  • Smartleaf Asset Management left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1908 holding.
  • Smartleaf Asset Management first reported a position in iShares US Equity Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's iShares US Equity Factor ETF position peaked at $46.1K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.