Janney Montgomery Scott
LRGF icon

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
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 $2.1B 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

Janney Montgomery Scott's LRGF Position: Q1 2026 in Review

Janney Montgomery Scott reduced its iShares US Equity Factor ETF (LRGF) stake by 47% in Q1 2026, selling an estimated $478K and leaving 7,906 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Janney Montgomery Scott first reported a position in LRGF in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.03M in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Janney Montgomery Scott held 7,906 shares of iShares US Equity Factor ETF worth $522K as of Q1 2026.
  • Janney Montgomery Scott sold 6,955 iShares US Equity Factor ETF shares in Q1 2026, an estimated $478K.
  • iShares US Equity Factor ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2018 holding.
  • Janney Montgomery Scott first reported a position in iShares US Equity Factor ETF in Q1 2018 and has held it in 23 quarters since.
  • Janney Montgomery Scott's iShares US Equity Factor ETF position peaked at $1.03M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.