Fidelity Investments
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Fidelity Investments’s iShares US Equity Factor ETF LRGF Stock Holding History

Fidelity Investments’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 		$8.24M Buy
124,795
+107,121
+606% +$7.36M ﹤0.01% 2112
2025
Q4 		$1.23M Buy
17,674
+5,349
+43% +$371K ﹤0.01% 2771
2025
Q3 		$851K Buy
12,325
+457
+4% +$30.4K ﹤0.01% 2845
2025
Q2 		$761K Buy
11,868
+1,196
+11% +$70.9K ﹤0.01% 2818
2025
Q1 		$618K Buy
10,672
+2,831
+36% +$173K ﹤0.01% 2841
2024
Q4 		$473K Buy
7,841
+2,407
+44% +$146K ﹤0.01% 2953
2024
Q3 		$319K Buy
5,434
+2,670
+97% +$151K ﹤0.01% 3029
2024
Q2 		$154K Buy
2,764
+287
+12% +$15.4K ﹤0.01% 3123
2024
Q1 		$133K Buy
2,477
+76
+3% +$3.86K ﹤0.01% 3176
2023
Q4 		$116K Sell
2,401
-320
-12% -$14.4K ﹤0.01% 3161
2023
Q3 		$118K Buy
2,721
+260
+11% +$11.7K ﹤0.01% 3052
2023
Q2 		$110K Sell
2,461
-3,361
-58% -$142K ﹤0.01% 3129
2023
Q1 		$241K Buy
5,822
+8
+0.1% +$325 ﹤0.01% 2916
2022
Q4 		$227K Sell
5,814
-730
-11% -$28.6K ﹤0.01% 2967
2022
Q3 		$237K Buy
6,544
+876
+15% +$35.2K ﹤0.01% 3006
2022
Q2 		$215K Buy
5,668
+3,088
+120% +$127K ﹤0.01% 3106
2022
Q1 		$115K Buy
2,580
+1,979
+329% +$86.9K ﹤0.01% 3403
2021
Q4 		$28K Sell
601
-33
-5% -$1.48K ﹤0.01% 3373
2021
Q3 		$27K Buy
634
+616
+3,422% +$26.9K ﹤0.01% 3360
2021
Q2 		$1K Buy
18
+1
+6% +$42 ﹤0.01% 4064
2021
Q1 		$1K Sell
17
-84
-83% -$3.3K ﹤0.01% 3857
2020
Q4 		$4K Sell
101
-213
-68% -$7.58K ﹤0.01% 3485
2020
Q3 		$10K Buy
314
+8
+3% +$263 ﹤0.01% 3188
2020
Q2 		$9K Buy
306
+1
+0.3% +$30 ﹤0.01% 3137
2020
Q1 		$8K Sell
305
-419
-58% -$13.5K ﹤0.01% 3153
2019
Q4 		$25K Buy
724
+1
+0.1% +$33 ﹤0.01% 3060
2019
Q3 		$23K Sell
723
-296
-29% -$9.41K ﹤0.01% 3033
2019
Q2 		$32K Sell
1,019
-136
-12% -$4.25K ﹤0.01% 2956
2019
Q1 		$36K Sell
1,155
-496
-30% -$15K ﹤0.01% 2849
2018
Q4 		$46K Buy
1,651
+910
+123% +$28K ﹤0.01% 2742
2018
Q3 		$25K Buy
+741
New +$24.7K ﹤0.01% 2953

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

Fidelity Investments's LRGF Position: Q1 2026 in Review

Fidelity Investments increased its iShares US Equity Factor ETF (LRGF) stake by 606% in Q1 2026, buying an estimated $7.36M and bringing the position to 124,795 shares worth $8.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Fidelity Investments first reported a position in LRGF in Q3 2018 and has held it in 31 quarters since. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Fidelity Investments held 124,795 shares of iShares US Equity Factor ETF worth $8.24M as of Q1 2026.
  • Fidelity Investments bought 107,121 iShares US Equity Factor ETF shares in Q1 2026, an estimated $7.36M.
  • iShares US Equity Factor ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2112 holding.
  • Fidelity Investments first reported a position in iShares US Equity Factor ETF in Q3 2018 and has held it in 31 quarters since.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.