MML Investors Services
LRGF icon

MML Investors Services’s iShares US Equity Factor ETF LRGF Stock Holding History

MML Investors Services’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 		$777K Buy
10,277
+1,060
+12% +$77.5K ﹤0.01% 2174
2026
Q1 		$608K Sell
9,217
-1,710
-16% -$117K ﹤0.01% 2101
2025
Q4 		$759K Buy
10,927
+399
+4% +$27.6K ﹤0.01% 1987
2025
Q3 		$727K Sell
10,528
-1,230
-10% -$81.7K ﹤0.01% 1932
2025
Q2 		$754K Sell
11,758
-3,793
-24% -$225K ﹤0.01% 1826
2025
Q1 		$900K Sell
15,551
-88,396
-85% -$5.39M ﹤0.01% 1644
2024
Q4 		$6.27M Sell
103,947
-17,280
-14% -$1.05M 0.02% 609
2024
Q3 		$7.13M Buy
121,227
+19,427
+19% +$1.1M 0.03% 557
2024
Q2 		$5.67M Buy
101,800
+26,001
+34% +$1.4M 0.02% 598
2024
Q1 		$4.08M Buy
75,799
+18,591
+32% +$945K 0.02% 734
2023
Q4 		$2.76M Buy
57,208
+310
+0.5% +$14K 0.01% 854
2023
Q3 		$2.46M Buy
+56,898
New +$2.55M 0.01% 812
2023
Q1 		– Sell
-10,508
Closed -$410K – 2191
2022
Q4 		$410K Buy
10,508
+4,873
+86% +$191K ﹤0.01% 1603
2022
Q3 		$204K Sell
5,635
-4,372
-44% -$175K ﹤0.01% 1931
2022
Q2 		$379K Sell
10,007
-177,173
-95% -$7.28M ﹤0.01% 1555
2022
Q1 		$8.33M Buy
187,180
+24,265
+15% +$1.07M 0.06% 316
2021
Q4 		$7.58M Buy
162,915
+21,631
+15% +$968K 0.05% 327
2021
Q3 		$5.95M Buy
141,284
+7,750
+6% +$339K 0.05% 369
2021
Q2 		$5.72M Buy
133,534
+15,652
+13% +$662K 0.05% 365
2021
Q1 		$4.79M Buy
117,882
+31,401
+36% +$1.23M 0.05% 381
2020
Q4 		$3.26M Buy
86,481
+5,686
+7% +$202K 0.03% 423
2020
Q3 		$2.68M Buy
80,795
+74,247
+1,134% +$2.44M 0.03% 429
2020
Q2 		$203K Sell
6,548
-15,542
-70% -$461K ﹤0.01% 1419
2020
Q1 		$584K Sell
22,090
-23,960
-52% -$772K 0.01% 809
2019
Q4 		$1.59M Sell
46,050
-6,556
-12% -$218K 0.02% 558
2019
Q3 		$1.68M Buy
52,606
+18,795
+56% +$597K 0.03% 503
2019
Q2 		$1.07M Buy
33,811
+2,738
+9% +$85.5K 0.02% 694
2019
Q1 		$964K Buy
31,073
+9,738
+46% +$295K 0.01% 716
2018
Q4 		$594K Buy
21,335
+6,127
+40% +$189K 0.01% 824
2018
Q3 		$511K Sell
15,208
-559
-4% -$18.6K 0.01% 987
2018
Q2 		$504K Buy
15,767
+1,969
+14% +$63.6K 0.01% 843
2018
Q1 		$435K Buy
13,798
+1,892
+16% +$61.1K 0.01% 898
2017
Q4 		$378K Buy
11,906
+106
+0.9% +$3.31K 0.01% 981
2017
Q3 		$353K Buy
11,800
+2,646
+29% +$77.3K 0.01% 936
2017
Q2 		$263K Buy
+9,154
New +$260K 0.01% 1039

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
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
PL
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

MML Investors Services's LRGF Position: Q2 2026 in Review

MML Investors Services increased its iShares US Equity Factor ETF (LRGF) stake by 12% in Q2 2026, buying an estimated $77.5K and bringing the position to 10,277 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

MML Investors Services first reported a position in LRGF in Q2 2017 and has held it in 35 quarters since. The position peaked at $8.33M in Q1 2022. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • MML Investors Services held 10,277 shares of iShares US Equity Factor ETF worth $777K as of Q2 2026.
  • MML Investors Services bought 1,060 iShares US Equity Factor ETF shares in Q2 2026, an estimated $77.5K.
  • iShares US Equity Factor ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2174 holding.
  • MML Investors Services first reported a position in iShares US Equity Factor ETF in Q2 2017 and has held it in 35 quarters since.
  • MML Investors Services's iShares US Equity Factor ETF position peaked at $8.33M in Q1 2022.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.