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D.A. Davidson & Co’s iShares US Equity Factor ETF LRGF Stock Holding History

D.A. Davidson & Co’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
Q2 		$345K Hold
4,649
– – ﹤0.01% 1342
2026
Q1 		$307K Hold
4,649
– – ﹤0.01% 1338
2025
Q4 		$325K Buy
+4,649
New +$322K ﹤0.01% 1287

Other funds holding LRGF

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

D.A. Davidson & Co's LRGF Position: Q2 2026 in Review

D.A. Davidson & Co held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 4,649 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

D.A. Davidson & Co first reported a position in LRGF in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • D.A. Davidson & Co held 4,649 shares of iShares US Equity Factor ETF worth $345K as of Q2 2026.
  • D.A. Davidson & Co left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1342 holding.
  • D.A. Davidson & Co first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.