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Parsons Capital Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Parsons Capital 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
2025
Q4 		– Sell
-3,255
Closed -$225K – 476
2025
Q3 		$225K Sell
3,255
-2,580
-44% -$171K 0.01% 432
2025
Q2 		$374K Buy
5,835
+173
+3% +$10.3K 0.02% 345
2025
Q1 		$328K Sell
5,662
-1,025
-15% -$62.5K 0.02% 353
2024
Q4 		$404K Sell
6,687
-2,864
-30% -$174K 0.02% 338
2024
Q3 		$561K Sell
9,551
-6,017
-39% -$341K 0.04% 307
2024
Q2 		$867K Sell
15,568
-7,556
-33% -$406K 0.06% 247
2024
Q1 		$1.24M Sell
23,124
-2,649
-10% -$135K 0.09% 203
2023
Q4 		$1.24M Buy
25,773
+160
+0.6% +$7.21K 0.09% 197
2023
Q3 		$1.11M Sell
25,613
-120
-0.5% -$5.38K 0.09% 196
2023
Q2 		$1.15M Buy
25,733
+992
+4% +$41.8K 0.09% 200
2023
Q1 		$1.03M Buy
24,741
+3,305
+15% +$134K 0.08% 206
2022
Q4 		$836K Buy
21,436
+977
+5% +$38.2K 0.07% 229
2022
Q3 		$741K Sell
20,459
-361
-2% -$14.5K 0.07% 230
2022
Q2 		$789K Buy
20,820
+3,896
+23% +$160K 0.07% 229
2022
Q1 		$753K Buy
16,924
+1,881
+13% +$82.6K 0.06% 246
2021
Q4 		$700K Buy
15,043
+89
+0.6% +$3.98K 0.05% 266
2021
Q3 		$630K Buy
14,954
+2,136
+17% +$93.4K 0.05% 265
2021
Q2 		$549K Buy
12,818
+1,611
+14% +$68.1K 0.04% 279
2021
Q1 		$455K Buy
+11,207
New +$440K 0.04% 285

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PL
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Parsons Capital Management's LRGF Position: Q4 2025 in Review

Parsons Capital Management sold out of iShares US Equity Factor ETF (LRGF) in Q4 2025, closing a stake of 3,255 shares — an estimated $225K sold.

Parsons Capital Management first reported a position in LRGF in Q1 2021 and held it in 19 quarters. The position peaked at $1.24M in Q4 2023. 236 funds tracked by Wall St. Rank hold LRGF as of Q4 2025.

  • Parsons Capital Management reported no remaining iShares US Equity Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Parsons Capital Management sold 3,255 iShares US Equity Factor ETF shares in Q4 2025, an estimated $225K.
  • Parsons Capital Management first reported a position in iShares US Equity Factor ETF in Q1 2021 and held it in 19 quarters.
  • Parsons Capital Management's iShares US Equity Factor ETF position peaked at $1.24M in Q4 2023.
  • 236 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2025.

Based on Parsons Capital Management's 13F filing for Q4 2025, filed 13 Jan 2026.