Wealth Enhancement Advisory Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Wealth Enhancement Advisory Services’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	$7.72M	Sell	101,026 -46,233	-31%	-$3.38M	0.01%	788
2026 Q1	$9.79M	Sell	147,259 -25,219	-15%	-$1.73M	0.02%	587
2025 Q4	$12.1M	Sell	172,478 -8,622	-5%	-$597K	0.02%	627
2025 Q3	$12.5M	Sell	181,100 -31,846	-15%	-$2.12M	0.02%	577
2025 Q2	$13.8M	Buy	212,946 +4,663	+2%	+$277K	0.02%	532
2025 Q1	$12.1M	Sell	208,283 -112,216	-35%	-$6.84M	0.02%	524
2024 Q4	$19.3M	Sell	320,499 -9,119	-3%	-$554K	0.04%	379
2024 Q3	$19.4M	Sell	329,618 -22,527	-6%	-$1.28M	0.04%	358
2024 Q2	$19.6M	Sell	352,145 -11,915	-3%	-$640K	0.05%	337
2024 Q1	$19.6M	Sell	364,060 -36,818	-9%	-$1.87M	0.05%	327
2023 Q4	$19.4M	Sell	400,878 -20,356	-5%	-$917K	0.06%	306
2023 Q3	$18.2M	Buy	+421,234	New	+$18.9M	0.06%	293

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

Wealth Enhancement Advisory Services's LRGF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares US Equity Factor ETF (LRGF) stake by 31% in Q2 2026, selling an estimated $3.38M and leaving 101,026 shares worth $7.72M. The position accounts for 0.01% of the portfolio, ranked #788.

Wealth Enhancement Advisory Services first reported a position in LRGF in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.6M in Q2 2024. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Wealth Enhancement Advisory Services held 101,026 shares of iShares US Equity Factor ETF worth $7.72M as of Q2 2026.
Wealth Enhancement Advisory Services sold 46,233 iShares US Equity Factor ETF shares in Q2 2026, an estimated $3.38M.
iShares US Equity Factor ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #788 holding.
Wealth Enhancement Advisory Services first reported a position in iShares US Equity Factor ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares US Equity Factor ETF position peaked at $19.6M in Q2 2024.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.