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

Physician Wealth 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
Q1 		$3.26M Buy
49,322
+1,592
+3% +$109K 0.45% 37
2025
Q4 		$3.31M Buy
47,730
+2,022
+4% +$140K 0.46% 39
2025
Q3 		$3.16M Buy
45,708
+6,459
+16% +$429K 0.45% 40
2025
Q2 		$2.52M Buy
39,249
+925
+2% +$54.9K 0.4% 45
2025
Q1 		$2.22M Sell
38,324
-1,863
-5% -$114K 0.38% 44
2024
Q4 		$2.43M Buy
40,187
+1,152
+3% +$70K 0.41% 40
2024
Q3 		$2.33M Buy
39,035
+105
+0.3% +$5.94K 0.42% 37
2024
Q2 		$2.25M Buy
38,930
+2,052
+6% +$110K 0.42% 41
2024
Q1 		$1.9M Buy
36,878
+1,035
+3% +$52.6K 0.4% 42
2023
Q4 		$1.77M Buy
+35,843
New +$1.61M 0.39% 41

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

Physician Wealth Advisors's LRGF Position: Q1 2026 in Review

Physician Wealth Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 3.3% in Q1 2026, buying an estimated $109K and bringing the position to 49,322 shares worth $3.26M. The position accounts for 0.45% of the portfolio, ranked #37.

Physician Wealth Advisors first reported a position in LRGF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.31M in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Physician Wealth Advisors held 49,322 shares of iShares US Equity Factor ETF worth $3.26M as of Q1 2026.
  • Physician Wealth Advisors bought 1,592 iShares US Equity Factor ETF shares in Q1 2026, an estimated $109K.
  • iShares US Equity Factor ETF made up 0.45% of Physician Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • Physician Wealth Advisors first reported a position in iShares US Equity Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Physician Wealth Advisors's iShares US Equity Factor ETF position peaked at $3.31M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.