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Moneta Group Investment Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Moneta Group Investment 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
Q1 		$419K Buy
6,355
+1
+0% +$69 ﹤0.01% 548
2025
Q4 		$441K Buy
6,354
+27
+0.4% +$1.87K ﹤0.01% 537
2025
Q3 		$437K Buy
6,327
+739
+13% +$49.1K ﹤0.01% 531
2025
Q2 		$358K Buy
5,588
+273
+5% +$16.2K ﹤0.01% 517
2025
Q1 		$308K Buy
5,315
+49
+0.9% +$2.99K ﹤0.01% 521
2024
Q4 		$318K Buy
+5,266
New +$320K ﹤0.01% 518

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
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 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

Moneta Group Investment Advisors's LRGF Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 0.02% in Q1 2026, buying an estimated $69 and bringing the position to 6,355 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Moneta Group Investment Advisors first reported a position in LRGF in Q4 2024 and has held it in 6 quarters since. The position peaked at $441K in Q4 2025. 243 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Moneta Group Investment Advisors held 6,355 shares of iShares US Equity Factor ETF worth $419K as of Q1 2026.
  • Moneta Group Investment Advisors bought 1 iShares US Equity Factor ETF share in Q1 2026, an estimated $69.
  • iShares US Equity Factor ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #548 holding.
  • Moneta Group Investment Advisors first reported a position in iShares US Equity Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Moneta Group Investment Advisors's iShares US Equity Factor ETF position peaked at $441K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.