XF
LRGF icon

XML Financial’s iShares US Equity Factor ETF LRGF Stock Holding History

XML Financial’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 		$1.62M Buy
21,422
+13,204
+161% +$966K 0.12% 147
2026
Q1 		$542K Buy
8,218
+1,316
+19% +$90.4K 0.04% 252
2025
Q4 		$479K Buy
+6,902
New +$478K 0.04% 263

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

XML Financial's LRGF Position: Q2 2026 in Review

XML Financial increased its iShares US Equity Factor ETF (LRGF) stake by 161% in Q2 2026, buying an estimated $966K and bringing the position to 21,422 shares worth $1.62M. The position accounts for 0.12% of the portfolio, ranked #147.

XML Financial first reported a position in LRGF in Q4 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • XML Financial held 21,422 shares of iShares US Equity Factor ETF worth $1.62M as of Q2 2026.
  • XML Financial bought 13,204 iShares US Equity Factor ETF shares in Q2 2026, an estimated $966K.
  • iShares US Equity Factor ETF made up 0.12% of XML Financial's portfolio in Q2 2026, its #147 holding.
  • XML Financial first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.