Modern Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Modern Wealth Management’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	$69.8M	Buy	1,051,355 +194,532	+23%	+$13.4M	1.2%	16
2025 Q4	$59.5M	Buy	856,823 +207,882	+32%	+$14.4M	1.08%	18
2025 Q3	$44.8M	Buy	648,941 +341,720	+111%	+$22.7M	0.89%	29
2025 Q2	$19.7M	Buy	307,221 +65,780	+27%	+$3.9M	0.48%	50
2025 Q1	$14M	Buy	+241,441	New	+$14.7M	0.45%	56

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Modern Wealth Management's LRGF Position: Q1 2026 in Review

Modern Wealth Management increased its iShares US Equity Factor ETF (LRGF) stake by 23% in Q1 2026, buying an estimated $13.4M and bringing the position to 1,051,355 shares worth $69.8M. The position accounts for 1.2% of the portfolio, ranked #16.

Modern Wealth Management first reported a position in LRGF in Q1 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

Modern Wealth Management held 1,051,355 shares of iShares US Equity Factor ETF worth $69.8M as of Q1 2026.
Modern Wealth Management bought 194,532 iShares US Equity Factor ETF shares in Q1 2026, an estimated $13.4M.
iShares US Equity Factor ETF made up 1.2% of Modern Wealth Management's portfolio in Q1 2026, its #16 holding.
Modern Wealth Management first reported a position in iShares US Equity Factor ETF in Q1 2025 and has held it in 5 quarters since.
242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.