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LRGF icon

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

NewEdge 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
Q2 		$2M Buy
26,463
+120
+0.5% +$8.78K 0.01% 1222
2026
Q1 		$1.74M Buy
26,343
+10,582
+67% +$727K 0.01% 1184
2025
Q4 		$1.09M Buy
15,761
+42
+0.3% +$2.91K ﹤0.01% 1433
2025
Q3 		$1.09M Sell
15,719
-665
-4% -$44.2K ﹤0.01% 1358
2025
Q2 		$1.05M Buy
16,384
+1,032
+7% +$61.2K 0.01% 1252
2025
Q1 		$889K Sell
15,352
-6,062
-28% -$370K 0.01% 1253
2024
Q4 		$1.29M Buy
21,414
+16,532
+339% +$1M 0.01% 1037
2024
Q3 		$287K Buy
4,882
+8
+0.2% +$453 ﹤0.01% 1836
2024
Q2 		$271K Buy
4,874
+483
+11% +$25.9K ﹤0.01% 1774
2024
Q1 		$236K Buy
+4,391
New +$223K ﹤0.01% 1765
2023
Q2 		– Sell
-1,050
Closed -$43.5K – 3578
2023
Q1 		$43.5K Hold
1,050
– – ﹤0.01% 2053
2022
Q4 		$41 Buy
+1,050
New +$41.1K ﹤0.01% 3499

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

NewEdge Advisors's LRGF Position: Q2 2026 in Review

NewEdge Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 0.46% in Q2 2026, buying an estimated $8.78K and bringing the position to 26,463 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #1222.

NewEdge Advisors first reported a position in LRGF in Q4 2022 and has held it in 12 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • NewEdge Advisors held 26,463 shares of iShares US Equity Factor ETF worth $2M as of Q2 2026.
  • NewEdge Advisors bought 120 iShares US Equity Factor ETF shares in Q2 2026, an estimated $8.78K.
  • iShares US Equity Factor ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1222 holding.
  • NewEdge Advisors first reported a position in iShares US Equity Factor ETF in Q4 2022 and has held it in 12 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.