Smith Salley Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Smith Salley Wealth 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 Q3	$1.47M	Hold	18,832	–	–	0.06%	139
2026 Q2	$1.42M	Hold	18,832	–	–	0.06%	140
2026 Q1	$1.24M	Sell	18,832 -342	-2%	-$23.5K	0.06%	141
2025 Q4	$1.33M	Hold	19,174	–	–	0.07%	140
2025 Q3	$1.32M	Sell	19,174 -5,378	-22%	-$357K	0.07%	133
2025 Q2	$1.57M	Hold	24,552	–	–	0.09%	126
2025 Q1	$1.42M	Sell	24,552 -1,262	-5%	-$76.9K	0.09%	119
2024 Q4	$1.56M	Hold	25,814	–	–	0.1%	120
2024 Q3	$1.52M	Hold	25,814	–	–	0.1%	117
2024 Q2	$1.44M	Hold	25,814	–	–	0.1%	115
2024 Q1	$1.39M	Sell	25,814 -1,015	-4%	-$51.6K	0.11%	111
2023 Q4	$1.3M	Hold	26,829	–	–	0.08%	125
2023 Q3	$1.16M	Hold	26,829	–	–	0.09%	120
2023 Q2	$1.2M	Hold	26,829	–	–	0.09%	118
2023 Q1	$1.11M	Hold	26,829	–	–	0.09%	122
2022 Q4	$1.05M	Hold	26,829	–	–	0.09%	127
2022 Q3	$972K	Hold	26,829	–	–	0.09%	126
2022 Q2	$1.02M	Sell	26,829 -1,188	-4%	-$48.8K	0.09%	130
2022 Q1	$1.25M	Hold	28,017	–	–	0.09%	130
2021 Q4	$1.3M	Sell	28,017 -1,150	-4%	-$51.4K	0.09%	133
2021 Q3	$1.23M	Hold	29,167	–	–	0.1%	130
2021 Q2	$1.25M	Hold	29,167	–	–	0.1%	129
2021 Q1	$1.18M	Hold	29,167	–	–	0.11%	118
2020 Q4	$1.1M	Buy	+29,167	New	+$1.04M	0.11%	110

Other funds holding LRGF

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Cora Capital Advisors Marlton, New Jersey $379M AUM 21.59% 1-Year Est. Return

Smith Salley Wealth Management's LRGF Position: Q3 2026 in Review

Smith Salley Wealth Management held its iShares US Equity Factor ETF (LRGF) position steady in Q3 2026 at 18,832 shares worth $1.47M. The position accounts for 0.06% of the portfolio, ranked #139.

Smith Salley Wealth Management first reported a position in LRGF in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.57M in Q2 2025. 158 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

Smith Salley Wealth Management held 18,832 shares of iShares US Equity Factor ETF worth $1.47M as of Q3 2026.
Smith Salley Wealth Management left its iShares US Equity Factor ETF share count unchanged in Q3 2026.
iShares US Equity Factor ETF made up 0.06% of Smith Salley Wealth Management's portfolio in Q3 2026, its #139 holding.
Smith Salley Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2020 and has held it in 24 quarters since.
Smith Salley Wealth Management's iShares US Equity Factor ETF position peaked at $1.57M in Q2 2025.
158 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.