BOK Financial Private Wealth’s iShares US Equity Factor ETF LRGF Stock Holding History

BOK Financial Private Wealth’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	$281K	Hold	4,257	–	–	0.02%	161
2025 Q4	$296K	Hold	4,257	–	–	0.02%	161
2025 Q3	$294K	Hold	4,257	–	–	0.02%	151
2025 Q2	$273K	Hold	4,257	–	–	0.02%	152
2025 Q1	$246K	Hold	4,257	–	–	0.02%	157
2024 Q4	$257K	Hold	4,257	–	–	0.02%	160
2024 Q3	$250K	Hold	4,257	–	–	0.02%	161
2024 Q2	$237K	Hold	4,257	–	–	0.02%	162
2024 Q1	$229K	Hold	4,257	–	–	0.02%	166
2023 Q4	$206K	Hold	4,257	–	–	0.02%	163
2023 Q3	$185K	Sell	4,257 -473	-10%	-$21.2K	0.02%	159
2023 Q2	$211K	Sell	4,730 -1,000	-17%	-$42.2K	0.02%	152
2023 Q1	$237K	Hold	5,730	–	–	0.02%	150
2022 Q4	$224K	Hold	5,730	–	–	0.02%	149
2022 Q3	$208K	Hold	5,730	–	–	0.02%	168
2022 Q2	$217K	Hold	5,730	–	–	0.02%	170
2022 Q1	$255K	Hold	5,730	–	–	0.02%	264
2021 Q4	$267K	Buy	+5,730	New	+$256K	0.02%	245

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BOK Financial Private Wealth's LRGF Position: Q1 2026 in Review

BOK Financial Private Wealth held its iShares US Equity Factor ETF (LRGF) position steady in Q1 2026 at 4,257 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #161.

BOK Financial Private Wealth first reported a position in LRGF in Q4 2021 and has held it in 18 quarters since. The position peaked at $296K in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

BOK Financial Private Wealth held 4,257 shares of iShares US Equity Factor ETF worth $281K as of Q1 2026.
BOK Financial Private Wealth left its iShares US Equity Factor ETF share count unchanged in Q1 2026.
iShares US Equity Factor ETF made up 0.02% of BOK Financial Private Wealth's portfolio in Q1 2026, its #161 holding.
BOK Financial Private Wealth first reported a position in iShares US Equity Factor ETF in Q4 2021 and has held it in 18 quarters since.
BOK Financial Private Wealth's iShares US Equity Factor ETF position peaked at $296K in Q4 2025.
242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.