AWM
LRGF icon

AE Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

AE Wealth Management’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 		$195K Hold
2,584
– – ﹤0.01% 1732
2026
Q1 		$171K Buy
2,584
+1,112
+76% +$76.4K ﹤0.01% 1648
2025
Q4 		$102K Buy
1,472
+1,130
+330% +$78.3K ﹤0.01% 1695
2025
Q3 		$23.6K Buy
342
+17
+5% +$1.13K ﹤0.01% 1869
2025
Q2 		$20.8K Hold
325
– – ﹤0.01% 1754
2025
Q1 		$18.8K Sell
325
-4
-1% -$244 ﹤0.01% 1758
2024
Q4 		$19.9K Buy
+329
New +$20K ﹤0.01% 1738
2022
Q2 		– Sell
-189,730
Closed -$8.44M – 1786
2022
Q1 		$8.44M Buy
+189,730
New +$8.33M 0.06% 323

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

AE Wealth Management's LRGF Position: Q2 2026 in Review

AE Wealth Management held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 2,584 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

AE Wealth Management first reported a position in LRGF in Q1 2022 and has held it in 8 quarters since. The position peaked at $8.44M in Q1 2022. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • AE Wealth Management held 2,584 shares of iShares US Equity Factor ETF worth $195K as of Q2 2026.
  • AE Wealth Management left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1732 holding.
  • AE Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2022 and has held it in 8 quarters since.
  • AE Wealth Management's iShares US Equity Factor ETF position peaked at $8.44M in Q1 2022.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.