Citadel Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Citadel 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	$822K	Buy	+12,456	New	+$855K	﹤0.01%	8119
2024 Q3	–	Sell	-12,777	Closed	-$712K	–	14813
2024 Q2	$712K	Buy	12,777 +1,033	+9%	+$55.5K	﹤0.01%	7330
2024 Q1	$632K	Buy	+11,744	New	+$597K	﹤0.01%	7872
2023 Q4	–	Sell	-6,821	Closed	-$295K	–	14847
2023 Q3	$295K	Sell	6,821 -15,274	-69%	-$685K	﹤0.01%	9209
2023 Q2	$985K	Sell	22,095 -57,118	-72%	-$2.41M	﹤0.01%	6485
2023 Q1	$3.28M	Buy	79,213 +59,438	+301%	+$2.42M	﹤0.01%	4499
2022 Q4	$771K	Buy	+19,775	New	+$773K	﹤0.01%	7338
2022 Q1	–	Sell	-31,060	Closed	-$1.45M	–	14169
2021 Q4	$1.45M	Buy	31,060 +4,687	+18%	+$210K	﹤0.01%	6975
2021 Q3	$1.11M	Sell	26,373 -14,365	-35%	-$628K	﹤0.01%	7876
2021 Q2	$1.75M	Buy	40,738 +9,400	+30%	+$398K	﹤0.01%	6929
2021 Q1	$1.27M	Buy	31,338 +8,611	+38%	+$338K	﹤0.01%	7496
2020 Q4	$856K	Sell	22,727 -21,907	-49%	-$780K	﹤0.01%	7118
2020 Q3	$1.48M	Buy	44,634 +16,652	+60%	+$547K	﹤0.01%	5289
2020 Q2	$869K	Buy	+27,982	New	+$831K	﹤0.01%	6082
2019 Q4	–	Sell	-42,437	Closed	-$1.35M	–	9470
2019 Q3	$1.35M	Buy	42,437 +13,929	+49%	+$443K	﹤0.01%	5096
2019 Q2	$905K	Buy	+28,508	New	+$890K	﹤0.01%	5841
2018 Q3	–	Sell	-12,855	Closed	-$411K	–	9504
2018 Q2	$411K	Buy	+12,855	New	+$415K	﹤0.01%	6693
2018 Q1	–	Sell	-8,446	Closed	-$268K	–	8562
2017 Q4	$268K	Buy	+8,446	New	+$263K	﹤0.01%	6642
2017 Q3	–	Sell	-33,207	Closed	-$953K	–	7804
2017 Q2	$953K	Sell	33,207 -23,837	-42%	-$676K	﹤0.01%	4143
2017 Q1	$1.59M	Buy	+57,044	New	+$1.58M	﹤0.01%	3347

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

Citadel Advisors's LRGF Position: Q1 2026 in Review

Citadel Advisors opened a new position in iShares US Equity Factor ETF (LRGF) in Q1 2026: 12,456 shares worth $822K. The stake represents ﹤0.01% of the portfolio and ranks #8119 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in LRGF as recently as Q2 2024.

Citadel Advisors first reported a position in LRGF in Q1 2017 and has held it in 20 quarters since. The position peaked at $3.28M in Q1 2023. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

Citadel Advisors held 12,456 shares of iShares US Equity Factor ETF worth $822K as of Q1 2026.
iShares US Equity Factor ETF was a new Citadel Advisors position in Q1 2026.
iShares US Equity Factor ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8119 holding.
Citadel Advisors first reported a position in iShares US Equity Factor ETF in Q1 2017 and has held it in 20 quarters since.
Citadel Advisors's iShares US Equity Factor ETF position peaked at $3.28M in Q1 2023.
242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.