Tucker Asset Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Tucker Asset 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 Q2	$149K	Hold	1,972	–	–	0.04%	188
2026 Q1	$130K	Sell	1,972 -1,698	-46%	-$117K	0.04%	158
2025 Q4	$255K	Sell	3,670 -18	-0.5%	-$1.25K	0.07%	89
2025 Q3	$255K	Sell	3,688 -825	-18%	-$54.8K	0.08%	88
2025 Q2	$289K	Buy	+4,513	New	+$268K	0.09%	66

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 $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

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

Tucker Asset Management's LRGF Position: Q2 2026 in Review

Tucker Asset Management held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 1,972 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #188.

Tucker Asset Management first reported a position in LRGF in Q2 2025 and has held it in 5 quarters since. The position peaked at $289K in Q2 2025. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Tucker Asset Management held 1,972 shares of iShares US Equity Factor ETF worth $149K as of Q2 2026.
Tucker Asset Management left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
iShares US Equity Factor ETF made up 0.04% of Tucker Asset Management's portfolio in Q2 2026, its #188 holding.
Tucker Asset Management first reported a position in iShares US Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
Tucker Asset Management's iShares US Equity Factor ETF position peaked at $289K in Q2 2025.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.