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LRGF icon

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

Parallel 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 		$12.8M Buy
168,713
+8,422
+5% +$616K 0.19% 83
2026
Q1 		$10.6M Buy
160,291
+9,103
+6% +$625K 0.19% 81
2025
Q4 		$10.5M Buy
151,188
+5,226
+4% +$362K 0.19% 79
2025
Q3 		$10.1M Buy
145,962
+24,516
+20% +$1.63M 0.18% 86
2025
Q2 		$7.79M Buy
121,446
+21,692
+22% +$1.29M 0.16% 103
2025
Q1 		$5.77M Buy
99,754
+3,263
+3% +$199K 0.13% 118
2024
Q4 		$5.82M Buy
96,491
+6,841
+8% +$416K 0.13% 124
2024
Q3 		$5.27M Buy
89,650
+11,614
+15% +$657K 0.12% 134
2024
Q2 		$4.35M Buy
78,036
+63,349
+431% +$3.4M 0.11% 135
2024
Q1 		$790K Sell
14,687
-1,366
-9% -$69.4K 0.02% 409
2023
Q4 		$775K Buy
16,053
+83
+0.5% +$3.74K 0.02% 388
2023
Q3 		$692K Hold
15,970
– – 0.02% 378
2023
Q2 		$712K Sell
15,970
-187
-1% -$7.88K 0.02% 380
2023
Q1 		$670K Sell
16,157
-453
-3% -$18.4K 0.02% 384
2022
Q4 		$648K Sell
16,610
-296
-2% -$11.6K 0.03% 343
2022
Q3 		$612K Sell
16,906
-1,106
-6% -$44.4K 0.03% 338
2022
Q2 		$683K Sell
18,012
-1,864
-9% -$76.6K 0.03% 317
2022
Q1 		$899K Sell
19,876
-154
-0.8% -$6.76K 0.04% 291
2021
Q4 		$933K Sell
20,030
-720
-3% -$32.2K 0.03% 285
2021
Q3 		$874K Sell
20,750
-7,100
-25% -$311K 0.04% 280
2021
Q2 		$1.19M Buy
27,850
+30
+0.1% +$1.27K 0.05% 228
2021
Q1 		$1.13M Sell
27,820
-1,608
-5% -$63.2K 0.05% 217
2020
Q4 		$1.11M Sell
29,428
-8,265
-22% -$294K 0.06% 198
2020
Q3 		$1.25M Sell
37,693
-6,124
-14% -$201K 0.08% 162
2020
Q2 		$1.36M Sell
43,817
-28,784
-40% -$855K 0.09% 154
2020
Q1 		$1.92M Sell
72,601
-36,640
-34% -$1.18M 0.16% 102
2019
Q4 		$3.77M Sell
109,241
-14,945
-12% -$496K 0.28% 65
2019
Q3 		$3.96M Sell
124,186
-14,911
-11% -$474K 0.34% 56
2019
Q2 		$4.42M Sell
139,097
-46,822
-25% -$1.46M 0.43% 43
2019
Q1 		$5.77M Buy
185,919
+181,067
+3,732% +$5.48M 0.65% 30
2018
Q4 		$135K Buy
4,852
+4,742
+4,311% +$146K 0.02% 458
2018
Q3 		$4K Hold
110
– – ﹤0.01% 1806
2018
Q2 		$3K Sell
110
-69
-39% -$2.23K ﹤0.01% 1748
2018
Q1 		$6K Buy
179
+4
+2% +$129 ﹤0.01% 1489
2017
Q4 		$6K Buy
175
+69
+65% +$2.15K ﹤0.01% 1492
2017
Q3 		$3K Hold
106
– – ﹤0.01% 1762
2017
Q2 		$3K Buy
+106
New +$3.01K ﹤0.01% 1773

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

Parallel Advisors's LRGF Position: Q2 2026 in Review

Parallel Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 5.3% in Q2 2026, buying an estimated $616K and bringing the position to 168,713 shares worth $12.8M. The position accounts for 0.19% of the portfolio, ranked #83.

Parallel Advisors first reported a position in LRGF in Q2 2017 and has held it in 37 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Parallel Advisors held 168,713 shares of iShares US Equity Factor ETF worth $12.8M as of Q2 2026.
  • Parallel Advisors bought 8,422 iShares US Equity Factor ETF shares in Q2 2026, an estimated $616K.
  • iShares US Equity Factor ETF made up 0.19% of Parallel Advisors's portfolio in Q2 2026, its #83 holding.
  • Parallel Advisors first reported a position in iShares US Equity Factor ETF in Q2 2017 and has held it in 37 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.