DAS
LRGF icon

Diversify Advisory Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Diversify Advisory Services’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 		– Sell
-48,389
Closed -$3.38M – 594
2025
Q4 		$3.38M Sell
48,389
-635
-1% -$44K 0.11% 142
2025
Q3 		$3.44M Buy
49,024
+8
+0% +$532 0.12% 139
2025
Q2 		$3.26M Sell
49,016
-1,488
-3% -$88.2K 0.12% 120
2025
Q1 		$2.9M Sell
50,504
-1,962
-4% -$120K 0.18% 91
2024
Q4 		$3.15M Buy
52,466
+5,250
+11% +$319K 0.17% 85
2024
Q3 		$2.83M Buy
47,216
+3,328
+8% +$188K 0.15% 119
2024
Q2 		$2.48M Sell
43,888
-2,990
-6% -$161K 0.14% 133
2024
Q1 		$2.52M Buy
+46,878
New +$2.38M 0.15% 138

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

Diversify Advisory Services's LRGF Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares US Equity Factor ETF (LRGF) in Q1 2026, closing a stake of 48,389 shares — an estimated $3.38M sold.

Diversify Advisory Services first reported a position in LRGF in Q1 2024 and held it in 8 quarters. The position peaked at $3.44M in Q3 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Diversify Advisory Services reported no remaining iShares US Equity Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 48,389 iShares US Equity Factor ETF shares in Q1 2026, an estimated $3.38M.
  • Diversify Advisory Services first reported a position in iShares US Equity Factor ETF in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's iShares US Equity Factor ETF position peaked at $3.44M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.