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Gilbert Capital Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Gilbert Capital Group’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 		– Sell
-7,504
Closed -$521K – 53
2025
Q4 		$521K Sell
7,504
-77,796
-91% -$5.39M 0.39% 40
2025
Q3 		$5.89M Buy
85,300
+863
+1% +$57.4K 4.56% 7
2025
Q2 		$5.41M Buy
+84,437
New +$5.01M 4.49% 7

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

Gilbert Capital Group's LRGF Position: Q1 2026 in Review

Gilbert Capital Group sold out of iShares US Equity Factor ETF (LRGF) in Q1 2026, closing a stake of 7,504 shares — an estimated $521K sold.

Gilbert Capital Group first reported a position in LRGF in Q2 2025 and held it in 3 quarters. The position peaked at $5.89M in Q3 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Gilbert Capital Group reported no remaining iShares US Equity Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Gilbert Capital Group sold 7,504 iShares US Equity Factor ETF shares in Q1 2026, an estimated $521K.
  • Gilbert Capital Group first reported a position in iShares US Equity Factor ETF in Q2 2025 and held it in 3 quarters.
  • Gilbert Capital Group's iShares US Equity Factor ETF position peaked at $5.89M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Gilbert Capital Group's 13F filing for Q1 2026, filed 20 Apr 2026.