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Guardian Wealth Advisors (North Carolina)’s iShares US Equity Factor ETF LRGF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$29.8K Buy
+452
New +$31K ﹤0.01% 476
2025
Q3 		– Sell
-452
Closed -$29K – 473
2025
Q2 		$29K Hold
452
– – ﹤0.01% 434
2025
Q1 		$26.2K Hold
452
– – ﹤0.01% 422
2024
Q4 		$27.3K Buy
+452
New +$27.5K ﹤0.01% 397

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 $2.31B AUM 21.64% 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

Guardian Wealth Advisors (North Carolina)'s LRGF Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares US Equity Factor ETF (LRGF) in Q1 2026: 452 shares worth $29.8K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in LRGF as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in LRGF in Q4 2024 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 452 shares of iShares US Equity Factor ETF worth $29.8K as of Q1 2026.
  • iShares US Equity Factor ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #476 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Equity Factor ETF in Q4 2024 and has held it in 4 quarters since.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.