Raymond James Financial
LRGF icon

Raymond James Financial’s iShares US Equity Factor ETF LRGF Stock Holding History

Raymond James Financial’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 		$11.7M Sell
155,171
-4,450
-3% -$326K ﹤0.01% 2013
2026
Q1 		$10.5M Buy
159,621
+1,413
+0.9% +$97K ﹤0.01% 1970
2025
Q4 		$11M Buy
158,208
+30,982
+24% +$2.15M ﹤0.01% 1889
2025
Q3 		$8.79M Buy
127,226
+7,407
+6% +$492K ﹤0.01% 2028
2025
Q2 		$7.68M Buy
119,819
+2,560
+2% +$152K ﹤0.01% 2074
2025
Q1 		$6.79M Sell
117,259
-9,083
-7% -$554K ﹤0.01% 2107
2024
Q4 		$7.62M Buy
+126,342
New +$7.67M ﹤0.01% 2044

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 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

Raymond James Financial's LRGF Position: Q2 2026 in Review

Raymond James Financial reduced its iShares US Equity Factor ETF (LRGF) stake by 2.8% in Q2 2026, selling an estimated $326K and leaving 155,171 shares worth $11.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Raymond James Financial first reported a position in LRGF in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Raymond James Financial held 155,171 shares of iShares US Equity Factor ETF worth $11.7M as of Q2 2026.
  • Raymond James Financial sold 4,450 iShares US Equity Factor ETF shares in Q2 2026, an estimated $326K.
  • iShares US Equity Factor ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2013 holding.
  • Raymond James Financial first reported a position in iShares US Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.