Aprio Wealth Management
LRGF icon

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

Aprio 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
Q3 		$300K Hold
3,858
– – 0.01% 522
2026
Q2 		$292K Buy
+3,858
New +$282K 0.01% 518

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Clearwater Capital Advisors
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Ullmann Wealth Partners Group
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Atomi Financial Group
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Cardinal Point Capital Management
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Kestra Investment Management
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Aprio Wealth Management's LRGF Position: Q3 2026 in Review

Aprio Wealth Management held its iShares US Equity Factor ETF (LRGF) position steady in Q3 2026 at 3,858 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #522.

Aprio Wealth Management first reported a position in LRGF in Q2 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • Aprio Wealth Management held 3,858 shares of iShares US Equity Factor ETF worth $300K as of Q3 2026.
  • Aprio Wealth Management left its iShares US Equity Factor ETF share count unchanged in Q3 2026.
  • iShares US Equity Factor ETF made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #522 holding.
  • Aprio Wealth Management first reported a position in iShares US Equity Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.