CFD
LRGF icon

Creative Financial Designs’s iShares US Equity Factor ETF LRGF Stock Holding History

Creative Financial Designs’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 		$31.5K Hold
477
– – ﹤0.01% 1059
2025
Q4 		$33.1K Hold
477
– – ﹤0.01% 1011
2025
Q3 		$33K Hold
477
– – ﹤0.01% 988
2025
Q2 		$30.6K Hold
477
– – ﹤0.01% 1014
2025
Q1 		$27.6K Hold
477
– – ﹤0.01% 999
2024
Q4 		$28.8K Hold
477
– – ﹤0.01% 960
2024
Q3 		$28K Sell
477
-48
-9% -$2.72K ﹤0.01% 948
2024
Q2 		$29.2K Hold
525
– – ﹤0.01% 903
2024
Q1 		$28.3K Sell
525
-23
-4% -$1.17K ﹤0.01% 875
2023
Q4 		$26.5K Buy
548
+75
+16% +$3.38K ﹤0.01% 841
2023
Q3 		$20.5K Buy
473
+75
+19% +$3.36K ﹤0.01% 846
2023
Q2 		$17.7K Buy
+398
New +$16.8K ﹤0.01% 878
2019
Q3 		– Sell
-128
Closed -$4K – 643
2019
Q2 		$4K Sell
128
-365
-74% -$11.4K ﹤0.01% 479
2019
Q1 		$15K Sell
493
-85
-15% -$2.57K 0.01% 339
2018
Q4 		$16K Sell
578
-384
-40% -$11.8K 0.01% 303
2018
Q3 		$32K Sell
962
-29,539
-97% -$984K 0.02% 275
2018
Q2 		$975K Sell
30,501
-143
-0.5% -$4.62K 0.57% 48
2018
Q1 		$965K Buy
30,644
+1,264
+4% +$40.8K 0.62% 43
2017
Q4 		$934K Buy
+29,380
New +$917K 0.63% 42

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

Creative Financial Designs's LRGF Position: Q1 2026 in Review

Creative Financial Designs held its iShares US Equity Factor ETF (LRGF) position steady in Q1 2026 at 477 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Creative Financial Designs first reported a position in LRGF in Q4 2017 and has held it in 19 quarters since. The position peaked at $975K in Q2 2018. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Creative Financial Designs held 477 shares of iShares US Equity Factor ETF worth $31.5K as of Q1 2026.
  • Creative Financial Designs left its iShares US Equity Factor ETF share count unchanged in Q1 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1059 holding.
  • Creative Financial Designs first reported a position in iShares US Equity Factor ETF in Q4 2017 and has held it in 19 quarters since.
  • Creative Financial Designs's iShares US Equity Factor ETF position peaked at $975K in Q2 2018.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.