Steward Partners Investment Advisory’s iShares US Equity Factor ETF LRGF Stock Holding History

Steward Partners Investment Advisory’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	$314K	Buy	4,760 +114	+2%	+$7.83K	﹤0.01%	1788
2025 Q4	$323K	Hold	4,646	–	–	﹤0.01%	1669
2025 Q3	$321K	Buy	4,646 +124	+3%	+$8.24K	﹤0.01%	1622
2025 Q2	$290K	Hold	4,522	–	–	﹤0.01%	1568
2025 Q1	$262K	Hold	4,522	–	–	﹤0.01%	1517
2024 Q4	$273K	Hold	4,522	–	–	﹤0.01%	1458
2024 Q3	$266K	Hold	4,522	–	–	﹤0.01%	1386
2024 Q2	$252K	Sell	4,522 -17	-0.4%	-$913	﹤0.01%	1346
2024 Q1	$244K	Buy	4,539 +338	+8%	+$17.2K	﹤0.01%	1344
2023 Q4	$203K	Hold	4,201	–	–	﹤0.01%	1370
2023 Q3	$182K	Hold	4,201	–	–	﹤0.01%	1330
2023 Q2	$187K	Hold	4,201	–	–	﹤0.01%	1318
2023 Q1	$174K	Hold	4,201	–	–	﹤0.01%	1354
2022 Q4	$164K	Sell	4,201 -1	-0%	-$39	﹤0.01%	1330
2022 Q3	$152K	Hold	4,202	–	–	﹤0.01%	1317
2022 Q2	$159K	Hold	4,202	–	–	﹤0.01%	1297
2022 Q1	$187K	Sell	4,202 -82	-2%	-$3.6K	﹤0.01%	1325
2021 Q4	$199K	Buy	4,284 +82	+2%	+$3.67K	﹤0.01%	1321
2021 Q3	$177K	Hold	4,202	–	–	﹤0.01%	1314
2021 Q2	$180K	Hold	4,202	–	–	﹤0.01%	1617
2021 Q1	$171K	Sell	4,202 -929	-18%	-$36.5K	﹤0.01%	1369
2020 Q4	$193K	Hold	5,131	–	–	﹤0.01%	1087
2020 Q3	$170K	Buy	5,131 +5,055	+6,651%	+$166K	﹤0.01%	1004
2020 Q2	$2K	Hold	76	–	–	﹤0.01%	2480
2020 Q1	$2K	Hold	76	–	–	﹤0.01%	2292
2019 Q4	$2K	Hold	76	–	–	﹤0.01%	2436
2019 Q3	$2K	Sell	76 -100	-57%	-$3.18K	﹤0.01%	2439
2019 Q2	$5K	Buy	+176	New	+$5.5K	﹤0.01%	2223
2018 Q4	–	Sell	-100	Closed	-$3K	–	1555
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	2283
2018 Q2	$3K	Buy	+100	New	+$3.23K	﹤0.01%	2127

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Steward Partners Investment Advisory's LRGF Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares US Equity Factor ETF (LRGF) stake by 2.5% in Q1 2026, buying an estimated $7.83K and bringing the position to 4,760 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Steward Partners Investment Advisory first reported a position in LRGF in Q2 2018 and has held it in 30 quarters since. The position peaked at $323K in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

Steward Partners Investment Advisory held 4,760 shares of iShares US Equity Factor ETF worth $314K as of Q1 2026.
Steward Partners Investment Advisory bought 114 iShares US Equity Factor ETF shares in Q1 2026, an estimated $7.83K.
iShares US Equity Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1788 holding.
Steward Partners Investment Advisory first reported a position in iShares US Equity Factor ETF in Q2 2018 and has held it in 30 quarters since.
Steward Partners Investment Advisory's iShares US Equity Factor ETF position peaked at $323K in Q4 2025.
242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.