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

Wealth Enhancement Trust 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 		$438K Hold
5,793
– – 0.05% 217
2026
Q1 		$382K Sell
5,793
-1,423
-20% -$97.7K 0.05% 224
2025
Q4 		$501K Buy
+7,216
New +$500K 0.06% 198

Other funds holding LRGF

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 5,793 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #217.

Wealth Enhancement Trust Services first reported a position in LRGF in Q4 2025 and has held it in 3 quarters since. The position peaked at $501K in Q4 2025. 192 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,793 shares of iShares US Equity Factor ETF worth $438K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up 0.05% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #217 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares US Equity Factor ETF position peaked at $501K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

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