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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES US EQUITY FACTOR ETF

Steward Partners Investment Advisory, LLC holds 4,649 shares of LRGF (ISHARES US EQUITY FACTOR ETF), worth $351,604 as of 2026-Q2. The position was decreased (-2.3% shares). LRGF represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$351,604

Current Shares

4,649

Total Value Change

+$85,846

Total Shares Change

+127

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4,649
-2.3%
$351,6040.0%$75.63
0
2026-Q1
Increased
4,760
+2.5%
$314,1600.0%$68.70
24
2025-Q4
Unchanged
4,646
0.0%
$322,5720.0%$69.95
0
2025-Q3
Increased
4,646
+2.7%
$320,9460.0%$68.67
24
2025-Q2
Unchanged
4,522
0.0%
$289,9960.0%$63.27
0
2025-Q1
Unchanged
4,522
0.0%
$261,7330.0%$56.98
0
2024-Q4
Unchanged
4,522
0.0%
$272,9030.0%$59.86
0
2024-Q3
Unchanged
4,522
0.0%
$265,7580.0%$57.67
0

Other major holders of LRGF: WELLS FARGO & COMPANY/MN, JPMORGAN CHASE & CO

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