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Bellwether Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Bellwether 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 		$742K Sell
11,241
-428
-4% -$29.4K 0.13% 103
2025
Q4 		$810K Buy
11,669
+1,346
+13% +$93.2K 0.13% 77
2025
Q3 		$713K Buy
10,323
+83
+0.8% +$5.52K 0.12% 92
2025
Q2 		$657K Buy
10,240
+18
+0.2% +$1.07K 0.11% 79
2025
Q1 		$588K Buy
10,222
+315
+3% +$19.2K 0.12% 82
2024
Q4 		$598K Hold
9,907
– – 0.11% 88
2024
Q3 		$582K Buy
9,907
+17
+0.2% +$962 0.11% 85
2024
Q2 		$551K Buy
9,890
+117
+1% +$6.28K 0.12% 87
2024
Q1 		$526K Buy
9,773
+25
+0.3% +$1.27K 0.12% 89
2023
Q4 		$471K Sell
9,748
-84
-0.9% -$3.78K 0.12% 89
2023
Q3 		$426K Buy
9,832
+177
+2% +$7.94K 0.12% 91
2023
Q2 		$430K Sell
9,655
-185
-2% -$7.8K 0.13% 69
2023
Q1 		$408K Buy
9,840
+100
+1% +$4.07K 0.11% 98
2022
Q4 		$380K Buy
9,740
+200
+2% +$7.82K 0.11% 100
2022
Q3 		$345K Buy
9,540
+203
+2% +$8.15K 0.11% 85
2022
Q2 		$353K Sell
9,337
-2,613
-22% -$107K 0.11% 94
2022
Q1 		$531K Buy
11,950
+3,941
+49% +$173K 0.16% 99
2021
Q4 		$372K Hold
8,009
– – 0.12% 103
2021
Q3 		$342K Buy
8,009
+54
+0.7% +$2.36K 0.11% 125
2021
Q2 		$340K Buy
7,955
+103
+1% +$4.36K 0.12% 109
2021
Q1 		$319K Sell
7,852
-4,507
-36% -$177K 0.13% 93
2020
Q4 		$465K Buy
+12,359
New +$440K 0.2% 72

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

Bellwether Advisors's LRGF Position: Q1 2026 in Review

Bellwether Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 3.7% in Q1 2026, selling an estimated $29.4K and leaving 11,241 shares worth $742K. The position accounts for 0.13% of the portfolio, ranked #103.

Bellwether Advisors first reported a position in LRGF in Q4 2020 and has held it in 22 quarters since. The position peaked at $810K in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Bellwether Advisors held 11,241 shares of iShares US Equity Factor ETF worth $742K as of Q1 2026.
  • Bellwether Advisors sold 428 iShares US Equity Factor ETF shares in Q1 2026, an estimated $29.4K.
  • iShares US Equity Factor ETF made up 0.13% of Bellwether Advisors's portfolio in Q1 2026, its #103 holding.
  • Bellwether Advisors first reported a position in iShares US Equity Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • Bellwether Advisors's iShares US Equity Factor ETF position peaked at $810K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.