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

Clear Investment Research’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	$170K	Buy	+2,571	New	+$177K	0.27%	61
2025 Q4	–	Sell	-2,571	Closed	-$178K	–	151
2025 Q3	$178K	Hold	2,571	–	–	0.24%	68
2025 Q2	$165K	Hold	2,571	–	–	0.21%	67
2025 Q1	$149K	Hold	2,571	–	–	0.2%	65
2024 Q4	$155K	Sell	2,571 -147	-5%	-$8.93K	0.2%	62
2024 Q3	$160K	Sell	2,718 -1,100	-29%	-$62.3K	0.21%	62
2024 Q2	$213K	Hold	3,818	–	–	0.28%	49
2024 Q1	$205K	Hold	3,818	–	–	0.28%	50
2023 Q4	$184K	Sell	3,818 -140	-4%	-$6.3K	0.26%	57
2023 Q3	$171K	Buy	3,958 +9	+0.2%	+$404	0.3%	49
2023 Q2	$176K	Hold	3,949	–	–	0.3%	48
2023 Q1	$164K	Sell	3,949 -285	-7%	-$11.6K	0.29%	48
2022 Q4	$165K	Hold	4,234	–	–	0.32%	48
2022 Q3	$153K	Hold	4,234	–	–	0.32%	46
2022 Q2	$160K	Hold	4,234	–	–	0.35%	49
2022 Q1	$188K	Hold	4,234	–	–	0.37%	49
2021 Q4	$197K	Hold	4,234	–	–	0.3%	50
2021 Q3	$178K	Hold	4,234	–	–	0.29%	51
2021 Q2	$181K	Sell	4,234 -35	-0.8%	-$1.48K	0.3%	47
2021 Q1	$173K	Buy	4,269 +237	+6%	+$9.31K	0.31%	44
2020 Q4	$152K	Buy	4,032 +336	+9%	+$12K	0.27%	49
2020 Q3	$123K	Buy	3,696 +25	+0.7%	+$820	0.25%	51
2020 Q2	$114K	Sell	3,671 -1,506	-29%	-$44.7K	0.24%	49
2020 Q1	$137K	Buy	5,177 +4,578	+764%	+$148K	0.33%	42
2019 Q4	$21K	Sell	599 -3,971	-87%	-$132K	0.04%	78
2019 Q3	$146K	Sell	4,570 -1,884	-29%	-$59.9K	0.31%	45
2019 Q2	$205K	Buy	6,454 +1,161	+22%	+$36.2K	0.34%	38
2019 Q1	$164K	Sell	5,293 -459	-8%	-$13.9K	0.26%	40
2018 Q4	$160K	Buy	5,752 +974	+20%	+$30K	0.26%	37
2018 Q3	$161K	Buy	+4,778	New	+$159K	0.23%	39

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 $2.31B 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 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

Clear Investment Research's LRGF Position: Q1 2026 in Review

Clear Investment Research opened a new position in iShares US Equity Factor ETF (LRGF) in Q1 2026: 2,571 shares worth $170K. The stake represents 0.27% of the portfolio and ranks #61 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in LRGF as recently as Q3 2025.

Clear Investment Research first reported a position in LRGF in Q3 2018 and has held it in 30 quarters since. The position peaked at $213K in Q2 2024. 243 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

Clear Investment Research held 2,571 shares of iShares US Equity Factor ETF worth $170K as of Q1 2026.
iShares US Equity Factor ETF was a new Clear Investment Research position in Q1 2026.
iShares US Equity Factor ETF made up 0.27% of Clear Investment Research's portfolio in Q1 2026, its #61 holding.
Clear Investment Research first reported a position in iShares US Equity Factor ETF in Q3 2018 and has held it in 30 quarters since.
Clear Investment Research's iShares US Equity Factor ETF position peaked at $213K in Q2 2024.
243 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.