&Partners’s iShares US Equity Factor ETF LRGF Stock Holding History

&Partners’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	$666K	Sell	10,085 -95	-0.9%	-$6.52K	﹤0.01%	1532
2025 Q4	$707K	Sell	10,180 -6,653	-40%	-$461K	﹤0.01%	1425
2025 Q3	$1.16M	Buy	16,833 +9,265	+122%	+$616K	0.01%	1015
2025 Q2	$481K	Sell	7,568 -277	-4%	-$16.4K	﹤0.01%	1383
2025 Q1	$451K	Buy	7,845 +682	+10%	+$41.6K	﹤0.01%	1188
2024 Q4	$438K	Buy	7,163 +1,893	+36%	+$115K	0.01%	1133
2024 Q3	$310K	Buy	5,270 +1,628	+45%	+$92.2K	0.01%	1086
2024 Q2	$203K	Buy	+3,642	New	+$196K	0.01%	850

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

&Partners's LRGF Position: Q1 2026 in Review

&Partners reduced its iShares US Equity Factor ETF (LRGF) stake by 0.93% in Q1 2026, selling an estimated $6.52K and leaving 10,085 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

&Partners first reported a position in LRGF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q3 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

&Partners held 10,085 shares of iShares US Equity Factor ETF worth $666K as of Q1 2026.
&Partners sold 95 iShares US Equity Factor ETF shares in Q1 2026, an estimated $6.52K.
iShares US Equity Factor ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1532 holding.
&Partners first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's iShares US Equity Factor ETF position peaked at $1.16M in Q3 2025.
242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.