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Farther Finance Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Farther Finance Advisors’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
Q3 		$3.17M Sell
40,720
-11,953
-23% -$925K 0.02% 583
2026
Q2 		$3.98M Sell
52,673
-14,854
-22% -$1.09M 0.03% 471
2026
Q1 		$4.49M Buy
67,527
+33,073
+96% +$2.27M 0.04% 375
2025
Q4 		$2.39M Sell
34,454
-212
-0.6% -$14.7K 0.03% 523
2025
Q3 		$2.39M Sell
34,666
-51,262
-60% -$3.41M 0.04% 392
2025
Q2 		$5.51M Buy
85,928
+887
+1% +$52.6K 0.11% 176
2025
Q1 		$4.94M Sell
85,041
-11,469
-12% -$699K 0.13% 150
2024
Q4 		$5.82M Buy
96,510
+4,738
+5% +$288K 0.21% 99
2024
Q3 		$5.39M Sell
91,772
-388
-0.4% -$22K 0.2% 97
2024
Q2 		$5.14M Sell
92,160
-1,547
-2% -$83.1K 0.25% 76
2024
Q1 		$5.04M Sell
93,707
-35,794
-28% -$1.82M 0.31% 63
2023
Q4 		$6.25M Buy
129,501
+1,079
+0.8% +$48.6K 0.45% 44
2023
Q3 		$5.56M Buy
128,422
+26,815
+26% +$1.2M 0.87% 23
2023
Q2 		$4.53M Buy
101,607
+24,244
+31% +$1.02M 0.99% 18
2023
Q1 		$3.21M Buy
77,363
+22,135
+40% +$900K 0.94% 21
2022
Q4 		$2.15M Buy
+55,228
New +$2.16M 0.83% 20

Other funds holding LRGF

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's LRGF Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 23% in Q3 2026, selling an estimated $925K and leaving 40,720 shares worth $3.17M. The position accounts for 0.02% of the portfolio, ranked #583.

Farther Finance Advisors first reported a position in LRGF in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.25M in Q4 2023. 12 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • Farther Finance Advisors held 40,720 shares of iShares US Equity Factor ETF worth $3.17M as of Q3 2026.
  • Farther Finance Advisors sold 11,953 iShares US Equity Factor ETF shares in Q3 2026, an estimated $925K.
  • iShares US Equity Factor ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #583 holding.
  • Farther Finance Advisors first reported a position in iShares US Equity Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares US Equity Factor ETF position peaked at $6.25M in Q4 2023.
  • 12 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.