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Summit Wealth Group (Colorado)’s iShares US Equity Factor ETF LRGF Stock Holding History

Summit Wealth Group (Colorado)’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 		$2.13M Sell
28,170
-2,586
-8% -$189K 0.18% 73
2026
Q1 		$2.03M Sell
30,756
-389
-1% -$26.7K 0.21% 61
2025
Q4 		$2.16M Buy
+31,145
New +$2.16M 0.29% 50
2025
Q3 		– Sell
-32,885
Closed -$2.11M – 579
2025
Q2 		$2.11M Buy
+32,885
New +$1.95M 0.53% 46

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

Summit Wealth Group (Colorado)'s LRGF Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares US Equity Factor ETF (LRGF) stake by 8.4% in Q2 2026, selling an estimated $189K and leaving 28,170 shares worth $2.13M. The position accounts for 0.18% of the portfolio, ranked #73.

Summit Wealth Group (Colorado) first reported a position in LRGF in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.16M in Q4 2025. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Summit Wealth Group (Colorado) held 28,170 shares of iShares US Equity Factor ETF worth $2.13M as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 2,586 iShares US Equity Factor ETF shares in Q2 2026, an estimated $189K.
  • iShares US Equity Factor ETF made up 0.18% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #73 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares US Equity Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s iShares US Equity Factor ETF position peaked at $2.16M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.