Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Cambridge Investment Research 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 		$3.19M Buy
48,312
+19,749
+69% +$1.36M 0.01% 1244
2025
Q4 		$1.98M Buy
28,563
+546
+2% +$37.8K 0.01% 1531
2025
Q3 		$1.94M Sell
28,017
-318
-1% -$21.1K 0.01% 1534
2025
Q2 		$1.82M Sell
28,335
-253
-0.9% -$15K 0.01% 1500
2025
Q1 		$1.66M Sell
28,588
-35,733
-56% -$2.18M 0.01% 1469
2024
Q4 		$3.88M Buy
64,321
+33,177
+107% +$2.02M 0.01% 946
2024
Q3 		$1.83M Buy
31,144
+13,046
+72% +$739K 0.01% 1418
2024
Q2 		$1.01M Sell
18,098
-380
-2% -$20.4K ﹤0.01% 1771
2024
Q1 		$994K Buy
18,478
+332
+2% +$16.9K ﹤0.01% 1735
2023
Q4 		$876K Sell
18,146
-1,249
-6% -$56.3K ﹤0.01% 1733
2023
Q3 		$840K Sell
19,395
-2,614
-12% -$117K ﹤0.01% 1686
2023
Q2 		$981K Sell
22,009
-4,862
-18% -$205K ﹤0.01% 1623
2023
Q1 		$1.11M Sell
26,871
-1,661
-6% -$67.6K 0.01% 1503
2022
Q4 		$1.11M Sell
28,532
-17,370
-38% -$679K 0.01% 1454
2022
Q3 		$1.66M Sell
45,902
-100,690
-69% -$4.04M 0.01% 1145
2022
Q2 		$5.56M Sell
146,592
-77,140
-34% -$3.17M 0.03% 546
2022
Q1 		$9.95M Sell
223,732
-3,113
-1% -$137K 0.05% 374
2021
Q4 		$10.6M Sell
226,845
-387
-0.2% -$17.3K 0.05% 365
2021
Q3 		$9.58M Buy
227,232
+753
+0.3% +$32.9K 0.05% 368
2021
Q2 		$9.7M Buy
226,479
+17,186
+8% +$727K 0.05% 381
2021
Q1 		$8.51M Buy
209,293
+3,047
+1% +$120K 0.05% 379
2020
Q4 		$7.77M Buy
206,246
+2,103
+1% +$74.9K 0.05% 372
2020
Q3 		$6.78M Buy
204,143
+5,246
+3% +$172K 0.05% 369
2020
Q2 		$6.18M Buy
198,897
+29,722
+18% +$882K 0.05% 378
2020
Q1 		$4.47M Buy
169,175
+82,110
+94% +$2.65M 0.04% 394
2019
Q4 		$3M Sell
87,065
-13,738
-14% -$456K 0.02% 633
2019
Q3 		$3.22M Buy
100,803
+4,687
+5% +$149K 0.03% 574
2019
Q2 		$3.05M Sell
96,116
-87,094
-48% -$2.72M 0.03% 562
2019
Q1 		$5.68M Sell
183,210
-42,080
-19% -$1.27M 0.05% 328
2018
Q4 		$6.28M Sell
225,290
-28,752
-11% -$885K 0.07% 259
2018
Q3 		$8.54M Buy
254,042
+97,364
+62% +$3.24M 0.08% 239
2018
Q2 		$5.01M Buy
156,678
+111,230
+245% +$3.59M 0.05% 330
2018
Q1 		$1.43M Buy
45,448
+38,940
+598% +$1.26M 0.02% 757
2017
Q4 		$207K Buy
+6,508
New +$203K ﹤0.01% 1903

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

Cambridge Investment Research Advisors's LRGF Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 69% in Q1 2026, buying an estimated $1.36M and bringing the position to 48,312 shares worth $3.19M. The position accounts for 0.01% of the portfolio, ranked #1244.

Cambridge Investment Research Advisors first reported a position in LRGF in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.6M in Q4 2021. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Cambridge Investment Research Advisors held 48,312 shares of iShares US Equity Factor ETF worth $3.19M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 19,749 iShares US Equity Factor ETF shares in Q1 2026, an estimated $1.36M.
  • iShares US Equity Factor ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1244 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares US Equity Factor ETF in Q4 2017 and has held it in 34 quarters since.
  • Cambridge Investment Research Advisors's iShares US Equity Factor ETF position peaked at $10.6M in Q4 2021.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.