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

Snowden Capital 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 		$532K Sell
8,055
-891
-10% -$61.2K 0.01% 770
2025
Q4 		$621K Sell
8,946
-240
-3% -$16.6K 0.02% 702
2025
Q3 		$635K Sell
9,186
-213
-2% -$14.2K 0.02% 680
2025
Q2 		$603K Hold
9,399
– – 0.02% 690
2025
Q1 		$544K Buy
9,399
+1,178
+14% +$71.8K 0.02% 703
2024
Q4 		$496K Buy
8,221
+15
+0.2% +$911 0.02% 772
2024
Q3 		$482K Hold
8,206
– – 0.01% 788
2024
Q2 		$457K Buy
8,206
+1
+0% +$54 0.01% 790
2024
Q1 		$442K Buy
8,205
+1
+0% +$51 0.01% 816
2023
Q4 		$396K Sell
8,204
-776
-9% -$34.9K 0.02% 797
2023
Q3 		$389K Sell
8,980
-2,910
-24% -$131K 0.02% 758
2023
Q2 		$530K Sell
11,890
-49
-0.4% -$2.07K 0.02% 707
2023
Q1 		$495K Buy
11,939
+1
+0% +$41 0.02% 736
2022
Q4 		$466K Buy
11,938
+2
+0% +$78 0.02% 733
2022
Q3 		$432K Sell
11,936
-399
-3% -$16K 0.02% 710
2022
Q2 		$467K Sell
12,335
-616
-5% -$25.3K 0.02% 663
2022
Q1 		$576K Buy
12,951
+5,746
+80% +$252K 0.02% 581
2021
Q4 		$335K Sell
7,205
-5,193
-42% -$232K 0.02% 543
2021
Q3 		$522K Buy
12,398
+1
+0% +$44 0.03% 528
2021
Q2 		$531K Hold
12,397
– – 0.03% 529
2021
Q1 		$504K Sell
12,397
-116
-0.9% -$4.56K 0.03% 499
2020
Q4 		$471K Buy
12,513
+557
+5% +$19.8K 0.03% 451
2020
Q3 		$397K Hold
11,956
– – 0.03% 428
2020
Q2 		$371K Hold
11,956
– – 0.03% 432
2020
Q1 		$316K Sell
11,956
-800
-6% -$25.8K 0.03% 429
2019
Q4 		$440K Sell
12,756
-2,220
-15% -$73.7K 0.04% 408
2019
Q3 		$478K Hold
14,976
– – 0.05% 351
2019
Q2 		$476K Buy
14,976
+300
+2% +$9.37K 0.05% 334
2019
Q1 		$455K Buy
14,676
+234
+2% +$7.08K 0.05% 334
2018
Q4 		$402K Buy
14,442
+733
+5% +$22.6K 0.05% 325
2018
Q3 		$461K Buy
13,709
+1,565
+13% +$52.1K 0.05% 323
2018
Q2 		$388K Buy
12,144
+885
+8% +$28.6K 0.05% 334
2018
Q1 		$355K Buy
11,259
+220
+2% +$7.11K 0.05% 301
2017
Q4 		$351K Buy
11,039
+1,405
+15% +$43.8K 0.05% 316
2017
Q3 		$288K Buy
+9,634
New +$282K 0.05% 320

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

Snowden Capital Advisors's LRGF Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares US Equity Factor ETF (LRGF) stake by 10% in Q1 2026, selling an estimated $61.2K and leaving 8,055 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #770.

Snowden Capital Advisors first reported a position in LRGF in Q3 2017 and has held it in 35 quarters since. The position peaked at $635K in Q3 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Snowden Capital Advisors held 8,055 shares of iShares US Equity Factor ETF worth $532K as of Q1 2026.
  • Snowden Capital Advisors sold 891 iShares US Equity Factor ETF shares in Q1 2026, an estimated $61.2K.
  • iShares US Equity Factor ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #770 holding.
  • Snowden Capital Advisors first reported a position in iShares US Equity Factor ETF in Q3 2017 and has held it in 35 quarters since.
  • Snowden Capital Advisors's iShares US Equity Factor ETF position peaked at $635K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.