Cora Capital Advisors
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
Q3 		$41.1M Buy
527,514
+43,602
+9% +$3.37M 10.85% 2
2026
Q2 		$36.6M Buy
483,912
+9,228
+2% +$675K 10.27% 2
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

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Cora Capital Advisors's LRGF Position: Q3 2026 in Review

Cora Capital Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 9% in Q3 2026, buying an estimated $3.37M and bringing the position to 527,514 shares worth $41.1M. The position accounts for 10.85% of the portfolio, ranked #2.

Cora Capital Advisors first reported a position in LRGF in Q4 2022 and has held it in 16 quarters since. 111 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • Cora Capital Advisors held 527,514 shares of iShares US Equity Factor ETF worth $41.1M as of Q3 2026.
  • Cora Capital Advisors bought 43,602 iShares US Equity Factor ETF shares in Q3 2026, an estimated $3.37M.
  • iShares US Equity Factor ETF made up 10.85% of Cora Capital Advisors's portfolio in Q3 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 16 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Cora Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.