Creative Planning
LRGF icon

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

Creative Planning’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 		$1.48M Buy
22,456
+371
+2% +$25.5K ﹤0.01% 2147
2025
Q4 		$1.53M Sell
22,085
-65
-0.3% -$4.5K ﹤0.01% 1935
2025
Q3 		$1.53M Buy
22,150
+1,046
+5% +$69.5K ﹤0.01% 1754
2025
Q2 		$1.35M Sell
21,104
-333
-2% -$19.7K ﹤0.01% 1617
2025
Q1 		$1.24M Buy
21,437
+340
+2% +$20.7K ﹤0.01% 1540
2024
Q4 		$1.27M Buy
21,097
+1,059
+5% +$64.3K ﹤0.01% 1461
2024
Q3 		$1.18M Buy
20,038
+30
+0.1% +$1.7K ﹤0.01% 1402
2024
Q2 		$1.11M Buy
20,008
+44
+0.2% +$2.36K ﹤0.01% 1335
2024
Q1 		$1.07M Buy
19,964
+208
+1% +$10.6K ﹤0.01% 1292
2023
Q4 		$954K Sell
19,756
-201
-1% -$9.05K ﹤0.01% 1260
2023
Q3 		$865K Buy
19,957
+209
+1% +$9.37K ﹤0.01% 1239
2023
Q2 		$880K Sell
19,748
-4
-0% -$169 ﹤0.01% 1198
2023
Q1 		$819K Buy
19,752
+705
+4% +$28.7K ﹤0.01% 1177
2022
Q4 		$743K Buy
+19,047
New +$745K ﹤0.01% 1190
2022
Q2 		– Sell
-4,698
Closed -$209K – 2426
2022
Q1 		$209K Sell
4,698
-86
-2% -$3.78K ﹤0.01% 1871
2021
Q4 		$223K Buy
+4,784
New +$214K ﹤0.01% 1803
2021
Q3 		– Sell
-4,697
Closed -$201K – 2173
2021
Q2 		$201K Buy
+4,697
New +$199K ﹤0.01% 1798

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
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 Planning's LRGF Position: Q1 2026 in Review

Creative Planning increased its iShares US Equity Factor ETF (LRGF) stake by 1.7% in Q1 2026, buying an estimated $25.5K and bringing the position to 22,456 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Creative Planning first reported a position in LRGF in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.53M in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Creative Planning held 22,456 shares of iShares US Equity Factor ETF worth $1.48M as of Q1 2026.
  • Creative Planning bought 371 iShares US Equity Factor ETF shares in Q1 2026, an estimated $25.5K.
  • iShares US Equity Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2147 holding.
  • Creative Planning first reported a position in iShares US Equity Factor ETF in Q2 2021 and has held it in 17 quarters since.
  • Creative Planning's iShares US Equity Factor ETF position peaked at $1.53M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.