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Brooklyn Investment Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Brooklyn Investment 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 		$344K Buy
+5,213
New +$358K 0.01% 1310
2025
Q3 		– Sell
-150
Closed -$9.62K – 1830
2025
Q2 		$9.62K Buy
+150
New +$8.9K ﹤0.01% 2189

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 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 $1.1B AUM 21.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Brooklyn Investment Group's LRGF Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in iShares US Equity Factor ETF (LRGF) in Q1 2026: 5,213 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #1310 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in LRGF as recently as Q2 2025.

Brooklyn Investment Group first reported a position in LRGF in Q2 2025 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Brooklyn Investment Group held 5,213 shares of iShares US Equity Factor ETF worth $344K as of Q1 2026.
  • iShares US Equity Factor ETF was a new Brooklyn Investment Group position in Q1 2026.
  • iShares US Equity Factor ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1310 holding.
  • Brooklyn Investment Group first reported a position in iShares US Equity Factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.