CCA
LRGF icon

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

Cora Capital 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 		$31.3M Sell
474,684
-43,183
-8% -$2.97M 10.37% 2
2025
Q4 		$36M Buy
517,867
+20,812
+4% +$1.44M 14.01% 1
2025
Q3 		$34.3M Buy
497,055
+11,955
+2% +$795K 14.6% 1
2025
Q2 		$31.1M Buy
485,100
+2,295
+0.5% +$136K 13.85% 1
2025
Q1 		$27.9M Buy
482,805
+19,597
+4% +$1.19M 13.4% 1
2024
Q4 		$28M Buy
463,208
+3,569
+0.8% +$217K 13.48% 1
2024
Q3 		$27M Sell
459,639
-4,765
-1% -$270K 13.31% 1
2024
Q2 		$25.9M Buy
464,404
+5,222
+1% +$280K 13.31% 1
2024
Q1 		$24.7M Buy
459,182
+16,394
+4% +$833K 13.19% 1
2023
Q4 		$21.4M Buy
442,788
+38,635
+10% +$1.74M 12.59% 1
2023
Q3 		$17.5M Buy
404,153
+22,219
+6% +$996K 11.75% 1
2023
Q2 		$17M Sell
381,934
-44,883
-11% -$1.89M 11.31% 1
2023
Q1 		$17.7M Sell
426,817
-19,406
-4% -$789K 13.17% 1
2022
Q4 		$17.4M Buy
+446,223
New +$17.5M 11.98% 1

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
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

Cora Capital Advisors's LRGF Position: Q1 2026 in Review

Cora Capital Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 8.3% in Q1 2026, selling an estimated $2.97M and leaving 474,684 shares worth $31.3M. The position accounts for 10.37% of the portfolio, ranked #2.

Cora Capital Advisors first reported a position in LRGF in Q4 2022 and has held it in 14 quarters since. The position peaked at $36M in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Cora Capital Advisors held 474,684 shares of iShares US Equity Factor ETF worth $31.3M as of Q1 2026.
  • Cora Capital Advisors sold 43,183 iShares US Equity Factor ETF shares in Q1 2026, an estimated $2.97M.
  • iShares US Equity Factor ETF made up 10.37% of Cora Capital Advisors's portfolio in Q1 2026, its #2 holding.
  • Cora Capital Advisors first reported a position in iShares US Equity Factor ETF in Q4 2022 and has held it in 14 quarters since.
  • Cora Capital Advisors's iShares US Equity Factor ETF position peaked at $36M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.