Bank of Montreal’s iShares US Equity Factor ETF LRGF Stock Holding History

Bank of Montreal’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 Q2	$3.78K	Hold	50	–	–	﹤0.01%	3754
2026 Q1	$3.3K	Hold	50	–	–	﹤0.01%	3671
2025 Q4	$3.47K	Hold	50	–	–	﹤0.01%	3522
2025 Q3	$3.45K	Sell	50 -45	-47%	-$2.99K	﹤0.01%	3441
2025 Q2	$6.09K	Hold	95	–	–	﹤0.01%	3387
2025 Q1	$5.5K	Hold	95	–	–	﹤0.01%	3351
2024 Q4	$5.73K	Hold	95	–	–	﹤0.01%	3386
2024 Q3	$5.57K	Buy	+95	New	+$5.38K	﹤0.01%	3708
2020 Q2	–	Sell	-3,995	Closed	-$102K	–	4744
2020 Q1	$102K	Hold	3,995	–	–	﹤0.01%	2591
2019 Q4	$138K	Hold	3,995	–	–	﹤0.01%	3357
2019 Q3	$128K	Buy	+3,995	New	+$127K	﹤0.01%	3172

Other funds holding LRGF

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Bank of Montreal's LRGF Position: Q2 2026 in Review

Bank of Montreal held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 50 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #3754.

Bank of Montreal first reported a position in LRGF in Q3 2019 and has held it in 11 quarters since. The position peaked at $138K in Q4 2019. 219 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Bank of Montreal held 50 shares of iShares US Equity Factor ETF worth $3.78K as of Q2 2026.
Bank of Montreal left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
iShares US Equity Factor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3754 holding.
Bank of Montreal first reported a position in iShares US Equity Factor ETF in Q3 2019 and has held it in 11 quarters since.
Bank of Montreal's iShares US Equity Factor ETF position peaked at $138K in Q4 2019.
219 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.