IRC
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Investors Research Corp’s iShares US Equity Factor ETF LRGF Stock Holding History

Investors Research Corp’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
2025
Q4 		– Sell
-86
Closed -$5.94K – 874
2025
Q3 		$5.94K Hold
86
– – ﹤0.01% 697
2025
Q2 		$5.51K Hold
86
– – ﹤0.01% 735
2025
Q1 		$4.98K Hold
86
– – ﹤0.01% 758
2024
Q4 		$5.19K Hold
86
– – ﹤0.01% 750
2024
Q3 		$5.05K Hold
86
– – ﹤0.01% 779
2024
Q2 		$4.79K Hold
86
– – ﹤0.01% 827
2024
Q1 		$4.63K Buy
+86
New +$4.37K ﹤0.01% 820

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Investors Research Corp's LRGF Position: Q4 2025 in Review

Investors Research Corp sold out of iShares US Equity Factor ETF (LRGF) in Q4 2025, closing a stake of 86 shares — an estimated $5.94K sold.

Investors Research Corp first reported a position in LRGF in Q1 2024 and held it in 7 quarters. The position peaked at $5.94K in Q3 2025. 236 funds tracked by Wall St. Rank hold LRGF as of Q4 2025.

  • Investors Research Corp reported no remaining iShares US Equity Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Investors Research Corp sold 86 iShares US Equity Factor ETF shares in Q4 2025, an estimated $5.94K.
  • Investors Research Corp first reported a position in iShares US Equity Factor ETF in Q1 2024 and held it in 7 quarters.
  • Investors Research Corp's iShares US Equity Factor ETF position peaked at $5.94K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2025.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.