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Waverly Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Waverly Advisors’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 		$490K Hold
6,478
– – ﹤0.01% 1186
2026
Q1 		$428K Hold
6,478
– – ﹤0.01% 1153
2025
Q4 		$450K Buy
+6,478
New +$449K ﹤0.01% 1053
2024
Q2 		– Sell
-1,932
Closed -$104K – 820
2024
Q1 		$104K Buy
+1,932
New +$98.2K ﹤0.01% 676

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

Waverly Advisors's LRGF Position: Q2 2026 in Review

Waverly Advisors held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 6,478 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Waverly Advisors first reported a position in LRGF in Q1 2024 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Waverly Advisors held 6,478 shares of iShares US Equity Factor ETF worth $490K as of Q2 2026.
  • Waverly Advisors left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1186 holding.
  • Waverly Advisors first reported a position in iShares US Equity Factor ETF in Q1 2024 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.