Vestmark Advisory Solutions’s iShares US Equity Factor ETF LRGF Stock Holding History

Vestmark Advisory Solutions’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	$10.7M	Buy	140,887 +1,319	+0.9%	+$96.5K	0.1%	218
2026 Q1	$9.21M	Buy	139,568 +23,007	+20%	+$1.58M	0.1%	204
2025 Q4	$8.09M	Sell	116,561 -2,787	-2%	-$193K	0.11%	192
2025 Q3	$8.24M	Buy	+119,348	New	+$7.93M	0.16%	134

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

Vestmark Advisory Solutions's LRGF Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares US Equity Factor ETF (LRGF) stake by 0.95% in Q2 2026, buying an estimated $96.5K and bringing the position to 140,887 shares worth $10.7M. The position accounts for 0.1% of the portfolio, ranked #218.

Vestmark Advisory Solutions first reported a position in LRGF in Q3 2025 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Vestmark Advisory Solutions held 140,887 shares of iShares US Equity Factor ETF worth $10.7M as of Q2 2026.
Vestmark Advisory Solutions bought 1,319 iShares US Equity Factor ETF shares in Q2 2026, an estimated $96.5K.
iShares US Equity Factor ETF made up 0.1% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #218 holding.
Vestmark Advisory Solutions first reported a position in iShares US Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.