PFBT
LRGF icon

Parkside Financial Bank & Trust’s iShares US Equity Factor ETF LRGF Stock Holding History

Parkside Financial Bank & 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
2026
Q1 		$501K Buy
7,594
+363
+5% +$24.9K 0.04% 265
2025
Q4 		$502K Buy
7,231
+44
+0.6% +$3.05K 0.04% 264
2025
Q3 		$496K Sell
7,187
-474
-6% -$31.5K 0.04% 256
2025
Q2 		$491K Sell
7,661
-60
-0.8% -$3.56K 0.05% 244
2025
Q1 		$447K Sell
7,721
-1,336
-15% -$81.4K 0.06% 233
2024
Q4 		$547K Buy
9,057
+2,300
+34% +$140K 0.07% 193
2024
Q3 		$397K Sell
6,757
-255
-4% -$14.4K 0.06% 235
2024
Q2 		$390K Sell
7,012
-230
-3% -$12.4K 0.06% 228
2024
Q1 		$390K Sell
7,242
-1,107
-13% -$56.3K 0.06% 225
2023
Q4 		$403K Hold
8,349
– – 0.07% 201
2023
Q3 		$362K Sell
8,349
-600
-7% -$26.9K 0.08% 180
2023
Q2 		$399K Hold
8,949
– – 0.09% 166
2023
Q1 		$371K Buy
8,949
+2,286
+34% +$93K 0.1% 159
2022
Q4 		$260K Hold
6,663
– – 0.07% 193
2022
Q3 		$241K Hold
6,663
– – 0.08% 187
2022
Q2 		$253K Hold
6,663
– – 0.08% 187
2022
Q1 		$296K Hold
6,663
– – 0.08% 180
2021
Q4 		$310K Buy
6,663
+3,895
+141% +$174K 0.08% 182
2021
Q3 		$117K Hold
2,768
– – 0.03% 295
2021
Q2 		$119K Hold
2,768
– – 0.03% 298
2021
Q1 		$112K Buy
+2,768
New +$109K 0.03% 295

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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Parkside Financial Bank & Trust's LRGF Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its iShares US Equity Factor ETF (LRGF) stake by 5% in Q1 2026, buying an estimated $24.9K and bringing the position to 7,594 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #265.

Parkside Financial Bank & Trust first reported a position in LRGF in Q1 2021 and has held it in 21 quarters since. The position peaked at $547K in Q4 2024. 243 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Parkside Financial Bank & Trust held 7,594 shares of iShares US Equity Factor ETF worth $501K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 363 iShares US Equity Factor ETF shares in Q1 2026, an estimated $24.9K.
  • iShares US Equity Factor ETF made up 0.04% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #265 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares US Equity Factor ETF in Q1 2021 and has held it in 21 quarters since.
  • Parkside Financial Bank & Trust's iShares US Equity Factor ETF position peaked at $547K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.