Focus Partners Wealth
LRGF icon

Focus Partners Wealth’s iShares US Equity Factor ETF LRGF Stock Holding History

Focus Partners 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 		$34.8M Sell
527,707
-5,322
-1% -$365K 0.04% 366
2025
Q4 		$37M Sell
533,029
-5,080
-0.9% -$352K 0.04% 349
2025
Q3 		$37.2M Sell
538,109
-3,439
-0.6% -$229K 0.06% 267
2025
Q2 		$34.7M Buy
541,548
+22,039
+4% +$1.31M 0.08% 243
2025
Q1 		$30.1M Buy
519,509
+5,555
+1% +$339K 0.08% 250
2024
Q4 		$31M Sell
513,954
-1,890
-0.4% -$115K 0.08% 238
2024
Q3 		$30.3M Sell
515,844
-12,893
-2% -$730K 0.1% 204
2024
Q2 		$29.4M Buy
528,737
+295
+0.1% +$15.8K 0.1% 196
2024
Q1 		$28.4M Sell
528,442
-733
-0.1% -$37.3K 0.23% 113
2023
Q4 		$25.6M Buy
+529,175
New +$23.8M 0.33% 81

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

Focus Partners Wealth's LRGF Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares US Equity Factor ETF (LRGF) stake by 1% in Q1 2026, selling an estimated $365K and leaving 527,707 shares worth $34.8M. The position accounts for 0.04% of the portfolio, ranked #366.

Focus Partners Wealth first reported a position in LRGF in Q4 2023 and has held it in 10 quarters since. The position peaked at $37.2M in Q3 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Focus Partners Wealth held 527,707 shares of iShares US Equity Factor ETF worth $34.8M as of Q1 2026.
  • Focus Partners Wealth sold 5,322 iShares US Equity Factor ETF shares in Q1 2026, an estimated $365K.
  • iShares US Equity Factor ETF made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #366 holding.
  • Focus Partners Wealth first reported a position in iShares US Equity Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares US Equity Factor ETF position peaked at $37.2M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.