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Private Advisor Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Private Advisor Group’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 		$1.71M Buy
25,966
+13,504
+108% +$927K 0.01% 1121
2025
Q4 		$865K Sell
12,462
-86
-0.7% -$5.96K ﹤0.01% 1490
2025
Q3 		$867K Sell
12,548
-25
-0.2% -$1.66K ﹤0.01% 1446
2025
Q2 		$806K Sell
12,573
-6
-0% -$356 ﹤0.01% 1403
2025
Q1 		$728K Buy
12,579
+3
+0% +$183 ﹤0.01% 1413
2024
Q4 		$759K Sell
12,576
-599
-5% -$36.4K ﹤0.01% 1361
2024
Q3 		$774K Sell
13,175
-126
-0.9% -$7.13K ﹤0.01% 1378
2024
Q2 		$741K Buy
13,301
+317
+2% +$17K 0.01% 1347
2024
Q1 		$699K Buy
12,984
+21
+0.2% +$1.07K 0.01% 1336
2023
Q4 		$626K Buy
12,963
+57
+0.4% +$2.57K ﹤0.01% 1341
2023
Q3 		$559K Sell
12,906
-215
-2% -$9.64K 0.01% 1329
2023
Q2 		$585K Sell
13,121
-23
-0.2% -$970 0.01% 1300
2023
Q1 		$545K Sell
13,144
-249
-2% -$10.1K 0.01% 1287
2022
Q4 		$522 Buy
13,393
+60
+0.5% +$2.35K ﹤0.01% 1378
2022
Q3 		$483K Sell
13,333
-44
-0.3% -$1.77K 0.01% 1255
2022
Q2 		$507K Sell
13,377
-375
-3% -$15.4K ﹤0.01% 1401
2022
Q1 		$612K Sell
13,752
-13,726
-50% -$603K ﹤0.01% 1317
2021
Q4 		$1.28M Buy
27,478
+2,328
+9% +$104K 0.01% 998
2021
Q3 		$1.06M Buy
25,150
+605
+2% +$26.5K 0.01% 1178
2021
Q2 		$1.05M Buy
24,545
+5,372
+28% +$227K 0.01% 1039
2021
Q1 		$779K Sell
19,173
-3,333
-15% -$131K 0.01% 1114
2020
Q4 		$848K Sell
22,506
-1,360
-6% -$48.4K 0.01% 978
2020
Q3 		$792K Buy
23,866
+8,389
+54% +$275K 0.01% 878
2020
Q2 		$481K Sell
15,477
-29,780
-66% -$884K 0.01% 1032
2020
Q1 		$1.2M Sell
45,257
-382,933
-89% -$12.3M 0.02% 598
2019
Q4 		$14.8M Sell
428,190
-8,613
-2% -$286K 0.23% 97
2019
Q3 		$14M Sell
436,803
-8,002
-2% -$254K 0.22% 97
2019
Q2 		$14.1M Buy
444,805
+174,811
+65% +$5.46M 0.26% 83
2019
Q1 		$8.38M Buy
269,994
+3,168
+1% +$95.8K 0.17% 137
2018
Q4 		$7.43M Buy
266,826
+6,315
+2% +$194K 0.18% 123
2018
Q3 		$8.76M Buy
260,511
+224,741
+628% +$7.49M 0.18% 129
2018
Q2 		$1.15M Sell
35,770
-122,711
-77% -$3.96M 0.02% 434
2018
Q1 		$4.99M Buy
158,481
+127,315
+409% +$4.11M 0.2% 118
2017
Q4 		$1.02M Sell
31,166
-4,634
-13% -$145K 0.04% 414
2017
Q3 		$1.09M Buy
35,800
+22,988
+179% +$672K 0.03% 549
2017
Q2 		$369K Buy
12,812
+5,515
+76% +$156K 0.01% 970
2017
Q1 		$202K Buy
+7,297
New +$202K 0.01% 1272

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

Private Advisor Group's LRGF Position: Q1 2026 in Review

Private Advisor Group increased its iShares US Equity Factor ETF (LRGF) stake by 108% in Q1 2026, buying an estimated $927K and bringing the position to 25,966 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #1121.

Private Advisor Group first reported a position in LRGF in Q1 2017 and has held it in 37 quarters since. The position peaked at $14.8M in Q4 2019. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Private Advisor Group held 25,966 shares of iShares US Equity Factor ETF worth $1.71M as of Q1 2026.
  • Private Advisor Group bought 13,504 iShares US Equity Factor ETF shares in Q1 2026, an estimated $927K.
  • iShares US Equity Factor ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1121 holding.
  • Private Advisor Group first reported a position in iShares US Equity Factor ETF in Q1 2017 and has held it in 37 quarters since.
  • Private Advisor Group's iShares US Equity Factor ETF position peaked at $14.8M in Q4 2019.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.