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Baron Silver Stevens Financial Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$740K Hold
11,218
– – 0.11% 70
2025
Q4 		$779K Hold
11,218
– – 0.11% 68
2025
Q3 		$775K Hold
11,218
– – 0.11% 67
2025
Q2 		$719K Buy
11,218
+5,026
+81% +$298K 0.12% 70
2025
Q1 		$358K Hold
6,192
– – 0.06% 86
2024
Q4 		$374K Hold
6,192
– – 0.06% 81
2024
Q3 		$364K Hold
6,192
– – 0.06% 79
2024
Q2 		$345K Sell
6,192
-2,638
-30% -$142K 0.07% 81
2024
Q1 		$475K Buy
8,830
+414
+5% +$21K 0.09% 72
2023
Q4 		$406K Buy
8,416
+82
+1% +$3.69K 0.09% 68
2023
Q3 		$361K Hold
8,334
– – 0.08% 70
2023
Q2 		$371K Buy
8,334
+1,110
+15% +$46.8K 0.08% 71
2023
Q1 		$299K Sell
7,224
-2,452
-25% -$99.7K 0.08% 73
2022
Q4 		$377K Sell
9,676
-396
-4% -$15.5K 0.09% 60
2022
Q3 		$22 Sell
10,072
-870
-8% -$34.9K 0.01% 96
2022
Q2 		$414K Sell
10,942
-10,314
-49% -$424K 0.11% 62
2022
Q1 		$945K Buy
21,256
+7,842
+58% +$344K 0.22% 40
2021
Q4 		$624K Buy
13,414
+2,291
+21% +$102K 0.15% 42
2021
Q3 		$468K Buy
11,123
+4,682
+73% +$205K 0.12% 47
2021
Q2 		$275K Buy
+6,441
New +$272K 0.07% 68

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

Baron Silver Stevens Financial Advisors's LRGF Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors held its iShares US Equity Factor ETF (LRGF) position steady in Q1 2026 at 11,218 shares worth $740K. The position accounts for 0.11% of the portfolio, ranked #70.

Baron Silver Stevens Financial Advisors first reported a position in LRGF in Q2 2021 and has held it in 20 quarters since. The position peaked at $945K in Q1 2022. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 11,218 shares of iShares US Equity Factor ETF worth $740K as of Q1 2026.
  • Baron Silver Stevens Financial Advisors left its iShares US Equity Factor ETF share count unchanged in Q1 2026.
  • iShares US Equity Factor ETF made up 0.11% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #70 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares US Equity Factor ETF in Q2 2021 and has held it in 20 quarters since.
  • Baron Silver Stevens Financial Advisors's iShares US Equity Factor ETF position peaked at $945K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.