Cetera Investment Advisers
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Cetera Investment Advisers’s iShares US Equity Factor ETF LRGF Stock Holding History

Cetera Investment Advisers’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
Q2 		$1.8M Buy
23,811
+2,137
+10% +$156K ﹤0.01% 2468
2026
Q1 		$1.43M Sell
21,674
-549
-2% -$37.7K ﹤0.01% 2588
2025
Q4 		$1.54M Buy
22,223
+194
+0.9% +$13.4K ﹤0.01% 2438
2025
Q3 		$1.52M Buy
22,029
+1,163
+6% +$77.3K ﹤0.01% 2408
2025
Q2 		$1.34M Sell
20,866
-1,474
-7% -$87.4K ﹤0.01% 2137
2025
Q1 		$1.29M Sell
22,340
-139
-0.6% -$8.47K ﹤0.01% 2059
2024
Q4 		$1.36M Buy
22,479
+204
+0.9% +$12.4K ﹤0.01% 1943
2024
Q3 		$1.31M Sell
22,275
-151
-0.7% -$8.55K ﹤0.01% 1922
2024
Q2 		$1.25M Sell
22,426
-1,670
-7% -$89.7K ﹤0.01% 1913
2024
Q1 		$1.3M Buy
+24,096
New +$1.22M ﹤0.01% 1875
2021
Q3 		– Sell
-12,741
Closed -$546K – 1839
2021
Q2 		$546K Buy
+12,741
New +$539K 0.01% 1078

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Cetera Investment Advisers's LRGF Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares US Equity Factor ETF (LRGF) stake by 9.9% in Q2 2026, buying an estimated $156K and bringing the position to 23,811 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Cetera Investment Advisers first reported a position in LRGF in Q2 2021 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Cetera Investment Advisers held 23,811 shares of iShares US Equity Factor ETF worth $1.8M as of Q2 2026.
  • Cetera Investment Advisers bought 2,137 iShares US Equity Factor ETF shares in Q2 2026, an estimated $156K.
  • iShares US Equity Factor ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2468 holding.
  • Cetera Investment Advisers first reported a position in iShares US Equity Factor ETF in Q2 2021 and has held it in 11 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.