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Advisory Services Network’s iShares US Equity Factor ETF LRGF Stock Holding History

Advisory Services Network’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
Q1 		$1.1M Sell
16,696
-389
-2% -$26.7K 0.01% 888
2025
Q4 		$1.19M Buy
17,085
+5
+0% +$346 0.02% 810
2025
Q3 		$1.18M Buy
17,080
+282
+2% +$18.7K 0.02% 791
2025
Q2 		$1.1M Sell
16,798
-2,343
-12% -$139K 0.02% 780
2025
Q1 		$1.11M Buy
19,141
+2,349
+14% +$143K 0.02% 725
2024
Q4 		$1.01M Sell
16,792
-84
-0.5% -$5.1K 0.02% 737
2024
Q3 		$940K Hold
16,876
– – 0.02% 736
2024
Q2 		$940K Buy
16,876
+10,313
+157% +$554K 0.02% 736
2024
Q1 		$353K Buy
6,563
+3,776
+135% +$192K 0.01% 1079
2023
Q4 		$135K Buy
+2,787
New +$126K ﹤0.01% 1472
2023
Q2 		– Sell
-2,711
Closed -$112K – 2698
2023
Q1 		$112K Sell
2,711
-121
-4% -$4.92K ﹤0.01% 1588
2022
Q4 		$110K Buy
+2,832
New +$111K ﹤0.01% 1550
2021
Q3 		– Sell
-1,552
Closed -$66K – 2459
2021
Q2 		$66K Buy
+1,552
New +$65.6K ﹤0.01% 1840
2021
Q1 		– Sell
-1,647
Closed -$62K – 2265
2020
Q4 		$62K Hold
1,647
– – ﹤0.01% 1561
2020
Q3 		$55K Buy
+1,647
New +$54.1K ﹤0.01% 1539
2020
Q2 		– Sell
-1,647
Closed -$44K – 2020
2020
Q1 		$44K Sell
1,647
-513
-24% -$16.5K ﹤0.01% 1453
2019
Q4 		$74K Buy
+2,160
New +$71.7K ﹤0.01% 1303
2018
Q4 		– Sell
-3,733
Closed -$126K – 2615
2018
Q3 		$126K Buy
3,733
+977
+35% +$32.5K 0.01% 894
2018
Q2 		$91K Buy
2,756
+448
+19% +$14.5K 0.01% 988
2018
Q1 		$73K Buy
2,308
+1,263
+121% +$40.8K 0.01% 1162
2017
Q4 		$33K Hold
1,045
– – ﹤0.01% 1437
2017
Q3 		$31K Buy
+1,045
New +$30.5K ﹤0.01% 1265

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Advisory Services Network's LRGF Position: Q1 2026 in Review

Advisory Services Network reduced its iShares US Equity Factor ETF (LRGF) stake by 2.3% in Q1 2026, selling an estimated $26.7K and leaving 16,696 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #888.

Advisory Services Network first reported a position in LRGF in Q3 2017 and has held it in 22 quarters since. The position peaked at $1.19M in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Advisory Services Network held 16,696 shares of iShares US Equity Factor ETF worth $1.1M as of Q1 2026.
  • Advisory Services Network sold 389 iShares US Equity Factor ETF shares in Q1 2026, an estimated $26.7K.
  • iShares US Equity Factor ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #888 holding.
  • Advisory Services Network first reported a position in iShares US Equity Factor ETF in Q3 2017 and has held it in 22 quarters since.
  • Advisory Services Network's iShares US Equity Factor ETF position peaked at $1.19M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.