LexAurum Advisors
LRGF icon

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

LexAurum 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
Q3 		$215K Sell
2,766
-160
-5% -$12.4K 0.02% 398
2026
Q2 		$221K Buy
+2,926
New +$214K 0.03% 390
2025
Q3 		$202K Buy
+2,926
New +$194K 0.03% 361
2023
Q1 		– Sell
-5,394
Closed -$210K – 261
2022
Q4 		$210K Sell
5,394
-26,128
-83% -$1.02M 0.08% 230
2022
Q3 		$1.14M Buy
31,522
+25,564
+429% +$1.03M 0.44% 50
2022
Q2 		$226K Sell
5,958
-121
-2% -$4.97K 0.08% 214
2022
Q1 		$270K Sell
6,079
-2,088
-26% -$91.7K 0.09% 204
2021
Q4 		$380K Buy
8,167
+157
+2% +$7.02K 0.12% 169
2021
Q3 		$338K Buy
8,010
+38
+0.5% +$1.66K 0.1% 210
2021
Q2 		$341K Sell
7,972
-3,099
-28% -$131K 0.1% 212
2021
Q1 		$450K Sell
11,071
-1,920
-15% -$75.4K 0.15% 152
2020
Q4 		$489K Sell
12,991
-1,241
-9% -$44.2K 0.18% 136
2020
Q3 		$473K Sell
14,232
-933
-6% -$30.6K 0.19% 108
2020
Q2 		$471K Sell
15,165
-1,398
-8% -$41.5K 0.26% 90
2020
Q1 		$438K Buy
+16,563
New +$534K 0.3% 67

Other funds holding LRGF

Strategic Financial Services
Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

LexAurum Advisors's LRGF Position: Q3 2026 in Review

LexAurum Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 5.5% in Q3 2026, selling an estimated $12.4K and leaving 2,766 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #398.

LexAurum Advisors first reported a position in LRGF in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.14M in Q3 2022. 163 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • LexAurum Advisors held 2,766 shares of iShares US Equity Factor ETF worth $215K as of Q3 2026.
  • LexAurum Advisors sold 160 iShares US Equity Factor ETF shares in Q3 2026, an estimated $12.4K.
  • iShares US Equity Factor ETF made up 0.02% of LexAurum Advisors's portfolio in Q3 2026, its #398 holding.
  • LexAurum Advisors first reported a position in iShares US Equity Factor ETF in Q1 2020 and has held it in 15 quarters since.
  • LexAurum Advisors's iShares US Equity Factor ETF position peaked at $1.14M in Q3 2022.
  • 163 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.