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Mather Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Mather Group’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 		$8.29K Buy
+126
New +$8.65K ﹤0.01% 1491
2025
Q4 		– Sell
-766
Closed -$52.9K – 1232
2025
Q3 		$52.9K Buy
+766
New +$50.9K ﹤0.01% 895
2025
Q2 		– Sell
-765
Closed -$44.3K – 1257
2025
Q1 		$44.3K Hold
765
– – ﹤0.01% 916
2024
Q4 		$46.2K Sell
765
-278
-27% -$16.9K ﹤0.01% 890
2024
Q3 		$61.3K Sell
1,043
-773
-43% -$43.8K ﹤0.01% 840
2024
Q2 		$97.7K Sell
1,816
-314
-15% -$16.9K ﹤0.01% 815
2024
Q1 		$103K Buy
+2,130
New +$108K ﹤0.01% 697
2023
Q3 		– Sell
-12,884
Closed -$574K – 586
2023
Q2 		$574K Sell
12,884
-16,882
-57% -$712K 0.01% 322
2023
Q1 		$1.23M Sell
29,766
-416
-1% -$16.9K 0.02% 191
2022
Q4 		$1.18M Buy
30,182
+2,883
+11% +$113K 0.02% 187
2022
Q3 		$989K Buy
+27,299
New +$1.1M 0.02% 198

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
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

Mather Group's LRGF Position: Q1 2026 in Review

Mather Group opened a new position in iShares US Equity Factor ETF (LRGF) in Q1 2026: 126 shares worth $8.29K. The stake represents ﹤0.01% of the portfolio and ranks #1491 among its holdings. This is a return to the name: Mather Group previously reported a position in LRGF as recently as Q3 2025.

Mather Group first reported a position in LRGF in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.23M in Q1 2023. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Mather Group held 126 shares of iShares US Equity Factor ETF worth $8.29K as of Q1 2026.
  • iShares US Equity Factor ETF was a new Mather Group position in Q1 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1491 holding.
  • Mather Group first reported a position in iShares US Equity Factor ETF in Q3 2022 and has held it in 11 quarters since.
  • Mather Group's iShares US Equity Factor ETF position peaked at $1.23M in Q1 2023.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.