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Endeavor Private Wealth’s iShares US Equity Factor ETF LRGF Stock Holding History

Endeavor Private Wealth’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 		$211K Sell
3,204
-258
-7% -$17.7K 0.06% 194
2025
Q4 		$240K Sell
3,462
-15
-0.4% -$1.04K 0.07% 183
2025
Q3 		$240K Buy
+3,477
New +$231K 0.07% 175

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
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 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

Endeavor Private Wealth's LRGF Position: Q1 2026 in Review

Endeavor Private Wealth reduced its iShares US Equity Factor ETF (LRGF) stake by 7.5% in Q1 2026, selling an estimated $17.7K and leaving 3,204 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #194.

Endeavor Private Wealth first reported a position in LRGF in Q3 2025 and has held it in 3 quarters since. The position peaked at $240K in Q4 2025. 243 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Endeavor Private Wealth held 3,204 shares of iShares US Equity Factor ETF worth $211K as of Q1 2026.
  • Endeavor Private Wealth sold 258 iShares US Equity Factor ETF shares in Q1 2026, an estimated $17.7K.
  • iShares US Equity Factor ETF made up 0.06% of Endeavor Private Wealth's portfolio in Q1 2026, its #194 holding.
  • Endeavor Private Wealth first reported a position in iShares US Equity Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Endeavor Private Wealth's iShares US Equity Factor ETF position peaked at $240K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.