HighTower Advisors
LRGF icon

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

HighTower 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
Q2 		$12.8M Buy
168,632
+3,580
+2% +$262K 0.01% 830
2026
Q1 		$10.9M Buy
165,052
+346
+0.2% +$23.8K 0.01% 841
2025
Q4 		$11.4M Sell
164,706
-2,257
-1% -$156K 0.01% 811
2025
Q3 		$11.5M Buy
166,963
+801
+0.5% +$53.2K 0.01% 793
2025
Q2 		$10.7M Sell
166,162
-2,982
-2% -$177K 0.01% 773
2025
Q1 		$9.79M Sell
169,144
-10,019
-6% -$611K 0.01% 778
2024
Q4 		$10.8M Sell
179,163
-50,739
-22% -$3.08M 0.01% 724
2024
Q3 		$13.5M Sell
229,902
-2,000
-0.9% -$113K 0.02% 637
2024
Q2 		$12.9M Sell
231,902
-256
-0.1% -$13.8K 0.02% 620
2024
Q1 		$12.5M Buy
232,158
+5,262
+2% +$267K 0.02% 610
2023
Q4 		$11M Sell
226,896
-3,690
-2% -$166K 0.02% 671
2023
Q3 		$9.99M Sell
230,586
-815
-0.4% -$36.5K 0.02% 665
2023
Q2 		$10.3M Buy
231,401
+8,240
+4% +$347K 0.02% 632
2023
Q1 		$9.25M Sell
223,161
-4,438
-2% -$181K 0.02% 655
2022
Q4 		$8.88M Buy
227,599
+2,988
+1% +$117K 0.02% 654
2022
Q3 		$8.13M Buy
224,611
+461
+0.2% +$18.5K 0.02% 633
2022
Q2 		$8.5M Sell
224,150
-1,971
-0.9% -$81K 0.02% 622
2022
Q1 		$10.1M Sell
226,121
-8,441
-4% -$371K 0.02% 627
2021
Q4 		$10.9M Buy
234,562
+11,613
+5% +$520K 0.02% 580
2021
Q3 		$9.4M Buy
222,949
+2,747
+1% +$120K 0.03% 557
2021
Q2 		$9.44M Sell
220,202
-44,060
-17% -$1.86M 0.03% 538
2021
Q1 		$10.7M Sell
264,262
-2,430
-0.9% -$95.5K 0.03% 459
2020
Q4 		$10M Buy
266,692
+247,788
+1,311% +$8.82M 0.04% 372
2020
Q3 		$625K Sell
18,904
-192
-1% -$6.3K ﹤0.01% 1471
2020
Q2 		$591K Buy
+19,096
New +$567K ﹤0.01% 1378
2020
Q1 		– Sell
-9,210
Closed -$317K – 2389
2019
Q4 		$317K Buy
9,210
+600
+7% +$19.9K ﹤0.01% 1692
2019
Q3 		$277K Sell
8,610
-380
-4% -$12.1K ﹤0.01% 1845
2019
Q2 		$285K Buy
8,990
+1,853
+26% +$57.8K ﹤0.01% 1834
2019
Q1 		$223K Sell
7,137
-1,204
-14% -$36.4K ﹤0.01% 1892
2018
Q4 		$230K Sell
8,341
-6,116
-42% -$188K ﹤0.01% 1752
2018
Q3 		$487K Buy
+14,457
New +$482K ﹤0.01% 1471

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

HighTower Advisors's LRGF Position: Q2 2026 in Review

HighTower Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 2.2% in Q2 2026, buying an estimated $262K and bringing the position to 168,632 shares worth $12.8M. The position accounts for 0.01% of the portfolio, ranked #830.

HighTower Advisors first reported a position in LRGF in Q3 2018 and has held it in 31 quarters since. The position peaked at $13.5M in Q3 2024. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • HighTower Advisors held 168,632 shares of iShares US Equity Factor ETF worth $12.8M as of Q2 2026.
  • HighTower Advisors bought 3,580 iShares US Equity Factor ETF shares in Q2 2026, an estimated $262K.
  • iShares US Equity Factor ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #830 holding.
  • HighTower Advisors first reported a position in iShares US Equity Factor ETF in Q3 2018 and has held it in 31 quarters since.
  • HighTower Advisors's iShares US Equity Factor ETF position peaked at $13.5M in Q3 2024.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.