Northwestern Mutual Wealth Management
LRGF icon

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

Northwestern Mutual 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 		$17.6M Sell
266,452
-13,688
-5% -$940K 0.01% 466
2025
Q4 		$19.5M Buy
280,140
+31,073
+12% +$2.15M 0.01% 430
2025
Q3 		$17.2M Buy
249,067
+30,018
+14% +$1.99M 0.01% 433
2025
Q2 		$14M Buy
219,049
+89,176
+69% +$5.29M 0.01% 448
2025
Q1 		$7.52M Buy
129,873
+38,622
+42% +$2.35M 0.01% 547
2024
Q4 		$5.51M Buy
91,251
+3,011
+3% +$183K ﹤0.01% 593
2024
Q3 		$5.19M Sell
88,240
-3,372
-4% -$191K ﹤0.01% 610
2024
Q2 		$5.1M Sell
91,612
-1,329
-1% -$71.4K 0.01% 584
2024
Q1 		$5M Sell
92,941
-2,046
-2% -$104K 0.01% 565
2023
Q4 		$4.59M Sell
94,987
-61
-0.1% -$2.75K 0.01% 560
2023
Q3 		$4.12M Sell
95,048
-8,531
-8% -$383K 0.01% 543
2023
Q2 		$4.62M Buy
103,579
+629
+0.6% +$26.5K 0.01% 515
2023
Q1 		$4.27M Buy
102,950
+4,219
+4% +$172K 0.01% 516
2022
Q4 		$3.85M Buy
98,731
+7,165
+8% +$280K 0.01% 525
2022
Q3 		$3.32M Sell
91,566
-8,723
-9% -$350K 0.01% 510
2022
Q2 		$3.8M Buy
100,289
+4,642
+5% +$191K 0.01% 486
2022
Q1 		$4.25M Buy
95,647
+8,703
+10% +$382K 0.01% 473
2021
Q4 		$4.05M Buy
86,944
+11,615
+15% +$520K 0.01% 454
2021
Q3 		$3.17M Sell
75,329
-896
-1% -$39.2K 0.01% 471
2021
Q2 		$3.27M Sell
76,225
-24,686
-24% -$1.04M 0.01% 454
2021
Q1 		$4.1M Buy
100,911
+24,896
+33% +$978K 0.01% 377
2020
Q4 		$2.86M Buy
76,015
+7,385
+11% +$263K 0.01% 405
2020
Q3 		$2.28M Buy
68,630
+890
+1% +$29.2K 0.01% 409
2020
Q2 		$2.1M Buy
67,740
+4,912
+8% +$146K 0.01% 398
2020
Q1 		$1.66M Sell
62,828
-6,519
-9% -$210K 0.01% 384
2019
Q4 		$2.39M Sell
69,347
-4,295
-6% -$143K 0.01% 367
2019
Q3 		$2.35M Buy
73,642
+4,868
+7% +$155K 0.01% 356
2019
Q2 		$2.18M Buy
68,774
+7,157
+12% +$223K 0.01% 356
2019
Q1 		$1.91M Buy
61,617
+32,994
+115% +$998K 0.01% 372
2018
Q4 		$797K Sell
28,623
-27,018
-49% -$831K ﹤0.01% 469
2018
Q3 		$1.87M Buy
55,641
+4,299
+8% +$143K 0.01% 333
2018
Q2 		$1.64M Buy
51,342
+19,008
+59% +$614K 0.01% 334
2018
Q1 		$1.02M Buy
32,334
+31,413
+3,411% +$1.02M 0.01% 392
2017
Q4 		$29K Buy
+921
New +$28.7K ﹤0.01% 1371

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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Northwestern Mutual Wealth Management's LRGF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares US Equity Factor ETF (LRGF) stake by 4.9% in Q1 2026, selling an estimated $940K and leaving 266,452 shares worth $17.6M. The position accounts for 0.01% of the portfolio, ranked #466.

Northwestern Mutual Wealth Management first reported a position in LRGF in Q4 2017 and has held it in 34 quarters since. The position peaked at $19.5M in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Northwestern Mutual Wealth Management held 266,452 shares of iShares US Equity Factor ETF worth $17.6M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 13,688 iShares US Equity Factor ETF shares in Q1 2026, an estimated $940K.
  • iShares US Equity Factor ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #466 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2017 and has held it in 34 quarters since.
  • Northwestern Mutual Wealth Management's iShares US Equity Factor ETF position peaked at $19.5M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.