WIA
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World Investment Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

World Investment 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 		$14.4M Hold
217,819
– – 0.24% 87
2026
Q1 		$14.4M Buy
217,819
+45,107
+26% +$3.1M 0.23% 87
2025
Q4 		$12M Sell
172,712
-8,108
-4% -$562K 0.19% 117
2025
Q3 		$12.5M Sell
180,820
-3,881
-2% -$258K 0.26% 81
2025
Q2 		$11.8M Buy
184,701
+23,028
+14% +$1.37M 0.27% 78
2025
Q1 		$9.36M Buy
161,673
+673
+0.4% +$41K 0.24% 98
2024
Q4 		$9.72M Buy
161,000
+7,986
+5% +$485K 0.27% 82
2024
Q3 		$8.99M Buy
153,014
+3,159
+2% +$179K 0.28% 88
2024
Q2 		$8.35M Sell
149,855
-1,641
-1% -$88.1K 0.52% 44
2024
Q1 		$8.15M Sell
151,496
-7,787
-5% -$396K 1.17% 16
2023
Q4 		$7.69M Sell
159,283
-3,339
-2% -$150K 1% 22
2023
Q3 		$7.08M Sell
162,622
-2,494
-2% -$112K 1.4% 16
2023
Q2 		$7.36M Sell
165,116
-8,664
-5% -$365K 1.42% 17
2023
Q1 		$7.2M Buy
173,780
+11,773
+7% +$479K 1.5% 15
2022
Q4 		$6.32M Sell
162,007
-5,438
-3% -$213K 1.45% 15
2022
Q3 		$6.07M Sell
167,445
-4,094
-2% -$164K 1.44% 16
2022
Q2 		$7.17M Buy
171,539
+8,013
+5% +$329K 1.51% 15
2022
Q1 		$7.27M Hold
163,526
– – 1.51% 16
2021
Q4 		$7.21M Sell
163,526
-731
-0.4% -$32.7K 1.51% 14
2021
Q3 		$6.92M Sell
164,257
-1,999
-1% -$87.4K 1.57% 13
2021
Q2 		$7.12M Buy
166,256
+9,268
+6% +$392K 1.63% 13
2021
Q1 		$6.55M Sell
156,988
-12,969
-8% -$510K 1.58% 13
2020
Q4 		$6.84M Sell
169,957
-851
-0.5% -$30.3K 1.73% 13
2020
Q3 		$5.67M Sell
170,808
-829
-0.5% -$27.2K 1.94% 14
2020
Q2 		$5.76M Buy
+171,637
New +$5.1M 2.01% 14
2019
Q4 		– Sell
-10,351
Closed -$330K – 173
2019
Q3 		$330K Sell
10,351
-44
-0.4% -$1.4K 0.14% 93
2019
Q2 		$319K Buy
+10,395
New +$325K 0.14% 87

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

World Investment Advisors's LRGF Position: Q2 2026 in Review

World Investment Advisors held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 217,819 shares worth $14.4M. The position accounts for 0.24% of the portfolio, ranked #87.

World Investment Advisors first reported a position in LRGF in Q2 2019 and has held it in 27 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • World Investment Advisors held 217,819 shares of iShares US Equity Factor ETF worth $14.4M as of Q2 2026.
  • World Investment Advisors left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up 0.24% of World Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • World Investment Advisors first reported a position in iShares US Equity Factor ETF in Q2 2019 and has held it in 27 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

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