EH
LRGF icon

Equitable Holdings’s iShares US Equity Factor ETF LRGF Stock Holding History

Equitable Holdings’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 		$700K Buy
10,096
+226
+2% +$15.5K ﹤0.01% 1118
2025
Q4 		$685K Buy
9,870
+51
+0.5% +$3.53K ﹤0.01% 1003
2025
Q3 		$678K Buy
9,819
+26
+0.3% +$1.73K 0.01% 976
2025
Q2 		$628K Buy
9,793
+3,431
+54% +$203K 0.01% 939
2025
Q1 		$368K Buy
6,362
+71
+1% +$4.33K ﹤0.01% 1022
2024
Q4 		$380K Buy
6,291
+544
+9% +$33K ﹤0.01% 960
2024
Q3 		$338K Buy
+5,747
New +$325K ﹤0.01% 997
2022
Q4 		– Sell
-7,857
Closed -$285K – 932
2022
Q3 		$285K Buy
7,857
+34
+0.4% +$1.36K 0.01% 702
2022
Q2 		$296K Sell
7,823
-775
-9% -$31.8K 0.01% 694
2022
Q1 		$382K Sell
8,598
-18,237
-68% -$801K 0.01% 640
2021
Q4 		$1.25M Buy
26,835
+2,189
+9% +$97.9K 0.02% 357
2021
Q3 		$1.04M Buy
24,646
+500
+2% +$21.9K 0.02% 372
2021
Q2 		$1.03M Buy
24,146
+2,641
+12% +$112K 0.02% 363
2021
Q1 		$874K Sell
21,505
-294
-1% -$11.6K 0.02% 378
2020
Q4 		$821K Sell
21,799
-8,653
-28% -$308K 0.02% 351
2020
Q3 		$1.01M Buy
30,452
+3,837
+14% +$126K 0.03% 302
2020
Q2 		$827K Buy
26,615
+3,279
+14% +$97.3K 0.02% 328
2020
Q1 		$617K Sell
23,336
-2,594
-10% -$83.6K 0.02% 333
2019
Q4 		$894K Buy
+25,930
New +$861K 0.03% 308

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

Equitable Holdings's LRGF Position: Q1 2026 in Review

Equitable Holdings increased its iShares US Equity Factor ETF (LRGF) stake by 2.3% in Q1 2026, buying an estimated $15.5K and bringing the position to 10,096 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Equitable Holdings first reported a position in LRGF in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2021. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Equitable Holdings held 10,096 shares of iShares US Equity Factor ETF worth $700K as of Q1 2026.
  • Equitable Holdings bought 226 iShares US Equity Factor ETF shares in Q1 2026, an estimated $15.5K.
  • iShares US Equity Factor ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1118 holding.
  • Equitable Holdings first reported a position in iShares US Equity Factor ETF in Q4 2019 and has held it in 19 quarters since.
  • Equitable Holdings's iShares US Equity Factor ETF position peaked at $1.25M in Q4 2021.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.