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Obsido Oy’s iShares US Equity Factor ETF LRGF Stock Holding History

Obsido Oy’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 		$11M Buy
167,169
+7,224
+5% +$496K 6.67% 4
2025
Q4 		$11.1M Buy
159,945
+9,172
+6% +$635K 6.82% 4
2025
Q3 		$10.4M Buy
150,773
+10,321
+7% +$686K 6.93% 3
2025
Q2 		$9.01M Buy
140,452
+6,133
+5% +$364K 6.84% 3
2025
Q1 		$7.77M Buy
134,319
+4,734
+4% +$289K 6.66% 4
2024
Q4 		$7.82M Buy
+129,585
New +$7.87M 7.03% 3

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

Obsido Oy's LRGF Position: Q1 2026 in Review

Obsido Oy increased its iShares US Equity Factor ETF (LRGF) stake by 4.5% in Q1 2026, buying an estimated $496K and bringing the position to 167,169 shares worth $11M. The position accounts for 6.67% of the portfolio, ranked #4.

Obsido Oy first reported a position in LRGF in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.1M in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Obsido Oy held 167,169 shares of iShares US Equity Factor ETF worth $11M as of Q1 2026.
  • Obsido Oy bought 7,224 iShares US Equity Factor ETF shares in Q1 2026, an estimated $496K.
  • iShares US Equity Factor ETF made up 6.67% of Obsido Oy's portfolio in Q1 2026, its #4 holding.
  • Obsido Oy first reported a position in iShares US Equity Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Obsido Oy's iShares US Equity Factor ETF position peaked at $11.1M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Obsido Oy's 13F filing for Q1 2026, filed 15 May 2026.