DDFG Inc’s iShares US Equity Factor ETF LRGF Stock Holding History

DDFG Inc’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	$11.4M	Sell	173,417 -191,538	-52%	-$13.2M	2.47%	13
2025 Q4	$25.3M	Buy	364,955 +7,181	+2%	+$497K	5.55%	7
2025 Q3	$24.7M	Buy	357,774 +138,925	+63%	+$9.23M	5.71%	7
2025 Q2	$14M	Buy	218,849 +4,819	+2%	+$286K	3.53%	12
2025 Q1	$12.4M	Buy	214,030 +60,223	+39%	+$3.67M	3.43%	11
2024 Q4	$9.28M	Buy	153,807 +2,976	+2%	+$181K	2.68%	13
2024 Q3	$8.86M	Buy	150,831 +7,139	+5%	+$404K	2.53%	14
2024 Q2	$8M	Buy	143,692 +2,024	+1%	+$109K	2.47%	14
2024 Q1	$7.62M	Buy	+141,668	New	+$7.2M	2.42%	14

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

DDFG Inc's LRGF Position: Q1 2026 in Review

DDFG Inc reduced its iShares US Equity Factor ETF (LRGF) stake by 52% in Q1 2026, selling an estimated $13.2M and leaving 173,417 shares worth $11.4M. The position accounts for 2.47% of the portfolio, ranked #13.

DDFG Inc first reported a position in LRGF in Q1 2024 and has held it in 9 quarters since. The position peaked at $25.3M in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

DDFG Inc held 173,417 shares of iShares US Equity Factor ETF worth $11.4M as of Q1 2026.
DDFG Inc sold 191,538 iShares US Equity Factor ETF shares in Q1 2026, an estimated $13.2M.
iShares US Equity Factor ETF made up 2.47% of DDFG Inc's portfolio in Q1 2026, its #13 holding.
DDFG Inc first reported a position in iShares US Equity Factor ETF in Q1 2024 and has held it in 9 quarters since.
DDFG Inc's iShares US Equity Factor ETF position peaked at $25.3M in Q4 2025.
242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on DDFG Inc's 13F filing for Q1 2026, filed 22 Apr 2026.