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

Alerus 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
Q1 		– Sell
-32
Closed -$2.22K – 539
2025
Q4 		$2.22K Buy
+32
New +$2.22K ﹤0.01% 448

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 $3.77B AUM 15.99% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Alerus Financial's LRGF Position: Q1 2026 in Review

Alerus Financial sold out of iShares US Equity Factor ETF (LRGF) in Q1 2026, closing a stake of 32 shares — an estimated $2.22K sold.

Alerus Financial first reported a position in LRGF in Q4 2025 and held it in 1 quarter. The position peaked at $2.22K in Q4 2025. 244 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Alerus Financial reported no remaining iShares US Equity Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Alerus Financial sold 32 iShares US Equity Factor ETF shares in Q1 2026, an estimated $2.22K.
  • Alerus Financial first reported a position in iShares US Equity Factor ETF in Q4 2025 and held it in 1 quarter.
  • Alerus Financial's iShares US Equity Factor ETF position peaked at $2.22K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.