Prime Capital Investment Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Prime Capital Investment 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	$303K	Hold	4,010	–	–	﹤0.01%	865
2026 Q1	$265K	Hold	4,010	–	–	﹤0.01%	884
2025 Q4	$278K	Buy	4,010 +1	+0%	+$69	﹤0.01%	844
2025 Q3	$277K	Sell	4,009 -149	-4%	-$9.9K	﹤0.01%	824
2025 Q2	$267K	Buy	4,158 +7	+0.2%	+$415	﹤0.01%	802
2025 Q1	$240K	Hold	4,151	–	–	﹤0.01%	912
2024 Q4	$250K	Buy	4,151 +163	+4%	+$9.9K	﹤0.01%	780
2024 Q3	$234K	Sell	3,988 -15	-0.4%	-$849	﹤0.01%	809
2024 Q2	$223K	Hold	4,003	–	–	﹤0.01%	820
2024 Q1	$215K	Buy	+4,003	New	+$203K	﹤0.01%	905
2021 Q3	–	Sell	-6,789	Closed	-$291K	–	347
2021 Q2	$291K	Buy	+6,789	New	+$287K	0.02%	312

Other funds holding LRGF

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prime Capital Investment Advisors's LRGF Position: Q2 2026 in Review

Prime Capital Investment Advisors held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 4,010 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Prime Capital Investment Advisors first reported a position in LRGF in Q2 2021 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Prime Capital Investment Advisors held 4,010 shares of iShares US Equity Factor ETF worth $303K as of Q2 2026.
Prime Capital Investment Advisors left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
iShares US Equity Factor ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #865 holding.
Prime Capital Investment Advisors first reported a position in iShares US Equity Factor ETF in Q2 2021 and has held it in 11 quarters since.
192 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

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