AlphaCore Capital
LRGF icon

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
Q3 		$353K Buy
4,536
+216
+5% +$16.7K 0.01% 1010
2026
Q2 		$327K Sell
4,320
-21
-0.5% -$1.54K 0.01% 883
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

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Cora Capital Advisors
Cora Capital Advisors Marlton, New Jersey $379M AUM 21.59% 1-Year Est. Return

AlphaCore Capital's LRGF Position: Q3 2026 in Review

AlphaCore Capital increased its iShares US Equity Factor ETF (LRGF) stake by 5% in Q3 2026, buying an estimated $16.7K and bringing the position to 4,536 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #1010.

AlphaCore Capital first reported a position in LRGF in Q4 2025 and has held it in 4 quarters since. The position peaked at $381K in Q4 2025. 145 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • AlphaCore Capital held 4,536 shares of iShares US Equity Factor ETF worth $353K as of Q3 2026.
  • AlphaCore Capital bought 216 iShares US Equity Factor ETF shares in Q3 2026, an estimated $16.7K.
  • iShares US Equity Factor ETF made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1010 holding.
  • AlphaCore Capital first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • AlphaCore Capital's iShares US Equity Factor ETF position peaked at $381K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.