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AlphaCore Capital’s iShares US Equity Factor ETF LRGF Stock Holding History

AlphaCore Capital’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 		$287K Sell
4,341
-1,152
-21% -$79.1K 0.01% 702
2025
Q4 		$381K Buy
+5,493
New +$381K 0.01% 703

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

AlphaCore Capital's LRGF Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares US Equity Factor ETF (LRGF) stake by 21% in Q1 2026, selling an estimated $79.1K and leaving 4,341 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #702.

AlphaCore Capital first reported a position in LRGF in Q4 2025 and has held it in 2 quarters since. The position peaked at $381K in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • AlphaCore Capital held 4,341 shares of iShares US Equity Factor ETF worth $287K as of Q1 2026.
  • AlphaCore Capital sold 1,152 iShares US Equity Factor ETF shares in Q1 2026, an estimated $79.1K.
  • iShares US Equity Factor ETF made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #702 holding.
  • AlphaCore Capital first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • AlphaCore Capital's iShares US Equity Factor ETF position peaked at $381K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.