QPWM
LRGF icon

Quadrant Private Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Quadrant Private Wealth 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
2026
Q1 		$668K Hold
10,128
– – 0.1% 155
2025
Q4 		$703K Hold
10,128
– – 0.12% 140
2025
Q3 		$700K Sell
10,128
-68
-0.7% -$4.52K 0.13% 133
2025
Q2 		$654K Sell
10,196
-4,358
-30% -$258K 0.14% 129
2025
Q1 		$842K Buy
14,554
+1,122
+8% +$68.4K 0.21% 99
2024
Q4 		$811K Buy
13,432
+333
+3% +$20.2K 0.2% 103
2024
Q3 		$770K Buy
13,099
+1,920
+17% +$109K 0.19% 108
2024
Q2 		$623K Buy
+11,179
New +$600K 0.14% 128

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

Quadrant Private Wealth Management's LRGF Position: Q1 2026 in Review

Quadrant Private Wealth Management held its iShares US Equity Factor ETF (LRGF) position steady in Q1 2026 at 10,128 shares worth $668K. The position accounts for 0.1% of the portfolio, ranked #155.

Quadrant Private Wealth Management first reported a position in LRGF in Q2 2024 and has held it in 8 quarters since. The position peaked at $842K in Q1 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Quadrant Private Wealth Management held 10,128 shares of iShares US Equity Factor ETF worth $668K as of Q1 2026.
  • Quadrant Private Wealth Management left its iShares US Equity Factor ETF share count unchanged in Q1 2026.
  • iShares US Equity Factor ETF made up 0.1% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Quadrant Private Wealth Management first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • Quadrant Private Wealth Management's iShares US Equity Factor ETF position peaked at $842K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.