Janney Montgomery Scott’s iShares US Equity Factor ETF LRGF Stock Holding History

Janney Montgomery Scott’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	$598K	Buy	7,907 +1	+0%	+$73	﹤0.01%	2276
2026 Q1	$522K	Sell	7,906 -6,955	-47%	-$478K	﹤0.01%	2018
2025 Q4	$1.03M	Buy	14,861 +6,388	+75%	+$443K	﹤0.01%	1706
2025 Q3	$585K	Buy	8,473 +418	+5%	+$27.8K	﹤0.01%	2043
2025 Q2	$517K	Sell	8,055 -124	-2%	-$7.35K	﹤0.01%	1980
2025 Q1	$473K	Sell	8,179 -365	-4%	-$22.3K	﹤0.01%	2019
2024 Q4	$516K	Sell	8,544 -49	-0.6%	-$2.98K	﹤0.01%	1972
2024 Q3	$505K	Buy	8,593 +120	+1%	+$6.79K	﹤0.01%	1960
2024 Q2	$472K	Sell	8,473 -346	-4%	-$18.6K	﹤0.01%	1935
2024 Q1	$475K	Buy	8,819 +388	+5%	+$19.7K	﹤0.01%	2037
2023 Q4	$407K	Buy	8,431 +1,294	+18%	+$58.3K	﹤0.01%	2044
2023 Q3	$309K	Sell	7,137 -507	-7%	-$22.7K	﹤0.01%	2117
2023 Q2	$341K	Buy	+7,644	New	+$322K	﹤0.01%	2157
2021 Q2	–	Sell	-6,625	Closed	-$269K	–	2276
2021 Q1	$269K	Sell	6,625 -2,219	-25%	-$87.2K	﹤0.01%	1912
2020 Q4	$333K	Hold	8,844	–	–	﹤0.01%	1822
2020 Q3	$294K	Buy	8,844 +741	+9%	+$24.3K	﹤0.01%	1709
2020 Q2	$252K	Buy	+8,103	New	+$241K	﹤0.01%	1725
2020 Q1	–	Sell	-7,745	Closed	-$267K	–	1997
2019 Q4	$267K	Buy	7,745 +957	+14%	+$31.8K	﹤0.01%	1777
2019 Q3	$217K	Buy	6,788 +477	+8%	+$15.2K	﹤0.01%	1849
2019 Q2	$200K	Sell	6,311 -1,635	-21%	-$51K	﹤0.01%	1908
2019 Q1	$247K	Sell	7,946 -1,744	-18%	-$52.8K	﹤0.01%	1755
2018 Q4	$270K	Sell	9,690 -716	-7%	-$22K	﹤0.01%	1627
2018 Q3	$350K	Buy	+10,406	New	+$347K	﹤0.01%	1612
2018 Q2	–	Sell	-10,843	Closed	-$342K	–	2030
2018 Q1	$342K	Buy	+10,843	New	+$350K	﹤0.01%	1539

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 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

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

Janney Montgomery Scott's LRGF Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares US Equity Factor ETF (LRGF) stake by 0.01% in Q2 2026, buying an estimated $73 and bringing the position to 7,907 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

Janney Montgomery Scott first reported a position in LRGF in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.03M in Q4 2025. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Janney Montgomery Scott held 7,907 shares of iShares US Equity Factor ETF worth $598K as of Q2 2026.
Janney Montgomery Scott bought 1 iShares US Equity Factor ETF share in Q2 2026, an estimated $73.
iShares US Equity Factor ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2276 holding.
Janney Montgomery Scott first reported a position in iShares US Equity Factor ETF in Q1 2018 and has held it in 24 quarters since.
Janney Montgomery Scott's iShares US Equity Factor ETF position peaked at $1.03M in Q4 2025.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.