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LRGF icon

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

Advisornet 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
2025
Q3 		– Sell
-2,303
Closed -$148K – 2296
2025
Q2 		$148K Buy
2,303
+7
+0.3% +$415 0.01% 647
2025
Q1 		$133K Buy
2,296
+6
+0.3% +$366 0.01% 647
2024
Q4 		$138K Buy
2,290
+8
+0.4% +$486 0.01% 589
2024
Q3 		$134K Buy
2,282
+9
+0.4% +$509 0.01% 625
2024
Q2 		$127K Buy
2,273
+6
+0.3% +$322 0.01% 576
2024
Q1 		$122K Buy
2,267
+7
+0.3% +$356 0.01% 584
2023
Q4 		$109K Buy
2,260
+19
+0.8% +$856 0.01% 618
2023
Q3 		$97.1K Hold
2,241
– – 0.01% 624
2023
Q2 		$99.9K Buy
2,241
+8
+0.4% +$337 0.01% 654
2023
Q1 		$92.5K Buy
2,233
+10
+0.4% +$407 0.01% 642
2022
Q4 		$86.7K Buy
2,223
+22
+1% +$860 0.01% 656
2022
Q3 		$80K Hold
2,201
– – 0.01% 710
2022
Q2 		$83K Buy
2,201
+2
+0.1% +$82 0.01% 723
2022
Q1 		$98K Buy
2,199
+8
+0.4% +$351 0.01% 761
2021
Q4 		$102K Sell
2,191
-3,314
-60% -$148K 0.01% 803
2021
Q3 		$232K Hold
5,505
– – 0.02% 544
2021
Q2 		$236K Buy
5,505
+25
+0.5% +$1.06K 0.02% 556
2021
Q1 		$223K Sell
5,480
-1,013
-16% -$39.8K 0.02% 530
2020
Q4 		$245K Buy
6,493
+619
+11% +$22K 0.02% 452
2020
Q3 		$195K Buy
5,874
+422
+8% +$13.8K 0.02% 496
2020
Q2 		$169K Buy
5,452
+48
+0.9% +$1.43K 0.01% 533
2020
Q1 		$143K Hold
5,404
– – 0.01% 530
2019
Q4 		$186K Buy
5,404
+596
+12% +$19.8K 0.02% 518
2019
Q3 		$153K Buy
4,808
+600
+14% +$19.1K 0.01% 569
2019
Q2 		$134K Buy
4,208
+18
+0.4% +$562 0.01% 530
2019
Q1 		$130K Buy
4,190
+69
+2% +$2.09K 0.02% 492
2018
Q4 		$115K Buy
4,121
+41
+1% +$1.26K 0.02% 487
2018
Q3 		$137K Buy
4,080
+17
+0.4% +$566 0.02% 485
2018
Q2 		$130K Hold
4,063
– – 0.02% 470
2018
Q1 		$128K Buy
4,063
+615
+18% +$19.9K 0.02% 476
2017
Q4 		$110K Buy
+3,448
New +$108K 0.02% 459

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
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Advisornet Financial's LRGF Position: Q3 2025 in Review

Advisornet Financial sold out of iShares US Equity Factor ETF (LRGF) in Q3 2025, closing a stake of 2,303 shares — an estimated $148K sold.

Advisornet Financial first reported a position in LRGF in Q4 2017 and held it in 31 quarters. The position peaked at $245K in Q4 2020. 218 funds tracked by Wall St. Rank hold LRGF as of Q3 2025.

  • Advisornet Financial reported no remaining iShares US Equity Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 2,303 iShares US Equity Factor ETF shares in Q3 2025, an estimated $148K.
  • Advisornet Financial first reported a position in iShares US Equity Factor ETF in Q4 2017 and held it in 31 quarters.
  • Advisornet Financial's iShares US Equity Factor ETF position peaked at $245K in Q4 2020.
  • 218 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.