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

Summit Financial’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
Q1 		– Sell
-12,436
Closed -$863K – 1445
2025
Q4 		$863K Hold
12,436
– – 0.01% 713
2025
Q3 		$859K Buy
+12,436
New +$826K 0.01% 701

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Summit Financial's LRGF Position: Q1 2026 in Review

Summit Financial sold out of iShares US Equity Factor ETF (LRGF) in Q1 2026, closing a stake of 12,436 shares — an estimated $863K sold.

Summit Financial first reported a position in LRGF in Q3 2025 and held it in 2 quarters. The position peaked at $863K in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Summit Financial reported no remaining iShares US Equity Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 12,436 iShares US Equity Factor ETF shares in Q1 2026, an estimated $863K.
  • Summit Financial first reported a position in iShares US Equity Factor ETF in Q3 2025 and held it in 2 quarters.
  • Summit Financial's iShares US Equity Factor ETF position peaked at $863K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.