CAL
LRGF icon

Capital Analysts LLC’s iShares US Equity Factor ETF LRGF Stock Holding History

Capital Analysts LLC’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 		$368K Hold
5,576
– – 0.01% 521
2025
Q4 		$387K Hold
5,576
– – 0.01% 476
2025
Q3 		$385K Hold
5,576
– – 0.01% 466
2025
Q2 		$358K Hold
5,576
– – 0.01% 437
2025
Q1 		$323K Hold
5,576
– – 0.01% 434
2024
Q4 		$337K Hold
5,576
– – 0.01% 394
2024
Q3 		$328K Hold
5,576
– – 0.01% 385
2024
Q2 		$311K Hold
5,576
– – 0.01% 388
2024
Q1 		$300K Hold
5,576
– – 0.01% 373
2023
Q4 		$269K Buy
+5,576
New +$251K 0.01% 383

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

Capital Analysts LLC's LRGF Position: Q1 2026 in Review

Capital Analysts LLC held its iShares US Equity Factor ETF (LRGF) position steady in Q1 2026 at 5,576 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #521.

Capital Analysts LLC first reported a position in LRGF in Q4 2023 and has held it in 10 quarters since. The position peaked at $387K in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Capital Analysts LLC held 5,576 shares of iShares US Equity Factor ETF worth $368K as of Q1 2026.
  • Capital Analysts LLC left its iShares US Equity Factor ETF share count unchanged in Q1 2026.
  • iShares US Equity Factor ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #521 holding.
  • Capital Analysts LLC first reported a position in iShares US Equity Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Capital Analysts LLC's iShares US Equity Factor ETF position peaked at $387K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.