SFS
LRGF icon

Sowell Financial Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Sowell Financial Services’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 		$401K Sell
5,298
-692
-12% -$50.6K 0.01% 745
2026
Q1 		$395K Sell
5,990
-6,175
-51% -$424K 0.01% 724
2025
Q4 		$845K Sell
12,165
-344
-3% -$23.8K 0.03% 477
2025
Q3 		$864K Buy
12,509
+3,541
+39% +$235K 0.03% 464
2025
Q2 		$575K Sell
8,968
-8
-0.1% -$474 0.02% 573
2025
Q1 		$520K Buy
+8,976
New +$547K 0.02% 574
2021
Q2 		– Sell
-137
Closed -$6K – 1783
2021
Q1 		$6K Hold
137
– – ﹤0.01% 2533
2020
Q4 		$5K Hold
137
– – ﹤0.01% 2280
2020
Q3 		$5K Hold
137
– – ﹤0.01% 1995
2020
Q2 		$4K Hold
137
– – ﹤0.01% 1973
2020
Q1 		$4K Buy
137
+13
+10% +$419 ﹤0.01% 1910
2019
Q4 		$4K Hold
124
– – ﹤0.01% 1983
2019
Q3 		$4K Buy
+124
New +$3.94K ﹤0.01% 1850

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 $4B AUM 10.86% 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

Sowell Financial Services's LRGF Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares US Equity Factor ETF (LRGF) stake by 12% in Q2 2026, selling an estimated $50.6K and leaving 5,298 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #745.

Sowell Financial Services first reported a position in LRGF in Q3 2019 and has held it in 13 quarters since. The position peaked at $864K in Q3 2025. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Sowell Financial Services held 5,298 shares of iShares US Equity Factor ETF worth $401K as of Q2 2026.
  • Sowell Financial Services sold 692 iShares US Equity Factor ETF shares in Q2 2026, an estimated $50.6K.
  • iShares US Equity Factor ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #745 holding.
  • Sowell Financial Services first reported a position in iShares US Equity Factor ETF in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's iShares US Equity Factor ETF position peaked at $864K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.