Northern Trust’s iShares US Equity Factor ETF LRGF Stock Holding History

Northern Trust’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
2025 Q1	–	Sell	-5,676	Closed	-$343K	–	4477
2024 Q4	$343K	Hold	5,676	–	–	﹤0.01%	3791
2024 Q3	$334K	Buy	+5,676	New	+$321K	﹤0.01%	3700
2023 Q2	–	Sell	-13,466	Closed	-$558K	–	4569
2023 Q1	$558K	Buy	+13,466	New	+$548K	﹤0.01%	3423
2022 Q1	–	Sell	-5,208	Closed	-$242K	–	4798
2021 Q4	$242K	Buy	+5,208	New	+$233K	﹤0.01%	4123

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

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 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

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Northern Trust's LRGF Position: Q1 2025 in Review

Northern Trust sold out of iShares US Equity Factor ETF (LRGF) in Q1 2025, closing a stake of 5,676 shares — an estimated $343K sold.

Northern Trust first reported a position in LRGF in Q4 2021 and held it in 4 quarters. The position peaked at $558K in Q1 2023. 206 funds tracked by Wall St. Rank hold LRGF as of Q1 2025.

Northern Trust reported no remaining iShares US Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
Northern Trust sold 5,676 iShares US Equity Factor ETF shares in Q1 2025, an estimated $343K.
Northern Trust first reported a position in iShares US Equity Factor ETF in Q4 2021 and held it in 4 quarters.
Northern Trust's iShares US Equity Factor ETF position peaked at $558K in Q1 2023.
206 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2025.

Based on Northern Trust's 13F filing for Q1 2025, filed 13 May 2025.