Baird Financial Group
LRGF icon

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

Baird Financial Group’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 		$238K Hold
3,607
– – ﹤0.01% 1715
2025
Q4 		$250K Hold
3,607
– – ﹤0.01% 1686
2025
Q3 		$249K Hold
3,607
– – ﹤0.01% 1680
2025
Q2 		$231K Sell
3,607
-1,341
-27% -$79.5K ﹤0.01% 1667
2025
Q1 		$286K Sell
4,948
-5,663
-53% -$345K ﹤0.01% 1584
2024
Q4 		$640K Sell
10,611
-1,274
-11% -$77.4K ﹤0.01% 1311
2024
Q3 		$698K Sell
11,885
-46,572
-80% -$2.64M ﹤0.01% 1274
2024
Q2 		$3.26M Buy
58,457
+10,964
+23% +$589K 0.01% 806
2024
Q1 		$2.56M Buy
47,493
+4,635
+11% +$236K 0.01% 876
2023
Q4 		$2.07M Buy
+42,858
New +$1.93M ﹤0.01% 925
2019
Q3 		– Sell
-25,573
Closed -$812K – 1531
2019
Q2 		$812K Buy
+25,573
New +$798K ﹤0.01% 1058

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

Baird Financial Group's LRGF Position: Q1 2026 in Review

Baird Financial Group held its iShares US Equity Factor ETF (LRGF) position steady in Q1 2026 at 3,607 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Baird Financial Group first reported a position in LRGF in Q2 2019 and has held it in 11 quarters since. The position peaked at $3.26M in Q2 2024. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Baird Financial Group held 3,607 shares of iShares US Equity Factor ETF worth $238K as of Q1 2026.
  • Baird Financial Group left its iShares US Equity Factor ETF share count unchanged in Q1 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1715 holding.
  • Baird Financial Group first reported a position in iShares US Equity Factor ETF in Q2 2019 and has held it in 11 quarters since.
  • Baird Financial Group's iShares US Equity Factor ETF position peaked at $3.26M in Q2 2024.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.