Steward Partners Investment Advisory’s iShares US Equity Factor ETF LRGF Stock Holding History

Steward Partners Investment Advisory’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	$352K	Sell	4,649 -111	-2%	-$8.12K	﹤0.01%	1918
2026 Q1	$314K	Buy	4,760 +114	+2%	+$7.83K	﹤0.01%	1788
2025 Q4	$323K	Hold	4,646	–	–	﹤0.01%	1669
2025 Q3	$321K	Buy	4,646 +124	+3%	+$8.24K	﹤0.01%	1622
2025 Q2	$290K	Hold	4,522	–	–	﹤0.01%	1568
2025 Q1	$262K	Hold	4,522	–	–	﹤0.01%	1517
2024 Q4	$273K	Hold	4,522	–	–	﹤0.01%	1458
2024 Q3	$266K	Hold	4,522	–	–	﹤0.01%	1386
2024 Q2	$252K	Sell	4,522 -17	-0.4%	-$913	﹤0.01%	1346
2024 Q1	$244K	Buy	4,539 +338	+8%	+$17.2K	﹤0.01%	1344
2023 Q4	$203K	Hold	4,201	–	–	﹤0.01%	1370
2023 Q3	$182K	Hold	4,201	–	–	﹤0.01%	1330
2023 Q2	$187K	Hold	4,201	–	–	﹤0.01%	1318
2023 Q1	$174K	Hold	4,201	–	–	﹤0.01%	1354
2022 Q4	$164K	Sell	4,201 -1	-0%	-$39	﹤0.01%	1330
2022 Q3	$152K	Hold	4,202	–	–	﹤0.01%	1317
2022 Q2	$159K	Hold	4,202	–	–	﹤0.01%	1297
2022 Q1	$187K	Sell	4,202 -82	-2%	-$3.6K	﹤0.01%	1325
2021 Q4	$199K	Buy	4,284 +82	+2%	+$3.67K	﹤0.01%	1321
2021 Q3	$177K	Hold	4,202	–	–	﹤0.01%	1314
2021 Q2	$180K	Hold	4,202	–	–	﹤0.01%	1617
2021 Q1	$171K	Sell	4,202 -929	-18%	-$36.5K	﹤0.01%	1369
2020 Q4	$193K	Hold	5,131	–	–	﹤0.01%	1087
2020 Q3	$170K	Buy	5,131 +5,055	+6,651%	+$166K	﹤0.01%	1004
2020 Q2	$2K	Hold	76	–	–	﹤0.01%	2480
2020 Q1	$2K	Hold	76	–	–	﹤0.01%	2292
2019 Q4	$2K	Hold	76	–	–	﹤0.01%	2436
2019 Q3	$2K	Sell	76 -100	-57%	-$3.18K	﹤0.01%	2439
2019 Q2	$5K	Buy	+176	New	+$5.5K	﹤0.01%	2223
2018 Q4	–	Sell	-100	Closed	-$3K	–	1555
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	2283
2018 Q2	$3K	Buy	+100	New	+$3.23K	﹤0.01%	2127

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 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

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

Steward Partners Investment Advisory's LRGF Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares US Equity Factor ETF (LRGF) stake by 2.3% in Q2 2026, selling an estimated $8.12K and leaving 4,649 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Steward Partners Investment Advisory first reported a position in LRGF in Q2 2018 and has held it in 31 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Steward Partners Investment Advisory held 4,649 shares of iShares US Equity Factor ETF worth $352K as of Q2 2026.
Steward Partners Investment Advisory sold 111 iShares US Equity Factor ETF shares in Q2 2026, an estimated $8.12K.
iShares US Equity Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1918 holding.
Steward Partners Investment Advisory first reported a position in iShares US Equity Factor ETF in Q2 2018 and has held it in 31 quarters since.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.