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

West Paces 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	$832	Hold	11	–	–	﹤0.01%	669
2026 Q1	$726	Hold	11	–	–	﹤0.01%	197
2025 Q4	$764	Hold	11	–	–	﹤0.01%	200
2025 Q3	$760	Buy	+11	New	+$731	﹤0.01%	188
2025 Q2	–	Sell	-11	Closed	-$637	–	401
2025 Q1	$637	Hold	11	–	–	﹤0.01%	520
2024 Q4	$664	Hold	11	–	–	﹤0.01%	511
2024 Q3	$646	Buy	+11	New	+$623	﹤0.01%	504

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

West Paces Advisors's LRGF Position: Q2 2026 in Review

West Paces Advisors held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 11 shares worth $832. The position accounts for ﹤0.01% of the portfolio, ranked #669.

West Paces Advisors first reported a position in LRGF in Q3 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

West Paces Advisors held 11 shares of iShares US Equity Factor ETF worth $832 as of Q2 2026.
West Paces Advisors left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
iShares US Equity Factor ETF made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #669 holding.
West Paces Advisors first reported a position in iShares US Equity Factor ETF in Q3 2024 and has held it in 7 quarters since.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.