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 Q3	–	Sell	-1,972	Closed	-$149K	–	322
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

Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Tucker Asset Management's LRGF Position: Q3 2026 in Review

Tucker Asset Management sold out of iShares US Equity Factor ETF (LRGF) in Q3 2026, closing a stake of 1,972 shares — an estimated $149K sold.

Tucker Asset Management first reported a position in LRGF in Q2 2025 and held it in 5 quarters. The position peaked at $289K in Q2 2025. 227 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

Tucker Asset Management reported no remaining iShares US Equity Factor ETF position as of Q3 2026 after selling out during the quarter.
Tucker Asset Management sold 1,972 iShares US Equity Factor ETF shares in Q3 2026, an estimated $149K.
Tucker Asset Management first reported a position in iShares US Equity Factor ETF in Q2 2025 and held it in 5 quarters.
Tucker Asset Management's iShares US Equity Factor ETF position peaked at $289K in Q2 2025.
227 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Tucker Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.