Stifel Financial
LRGF icon

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

Stifel 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
Q1 		$1.5M Sell
22,657
-1,859
-8% -$128K ﹤0.01% 2162
2025
Q4 		$1.7M Buy
24,516
+1,546
+7% +$107K ﹤0.01% 2046
2025
Q3 		$1.59M Buy
22,970
+1,588
+7% +$106K ﹤0.01% 2074
2025
Q2 		$1.37M Sell
21,382
-1,480
-6% -$87.8K ﹤0.01% 2107
2025
Q1 		$1.32M Buy
22,862
+653
+3% +$39.8K ﹤0.01% 2048
2024
Q4 		$1.34M Buy
22,209
+4,568
+26% +$277K ﹤0.01% 2059
2024
Q3 		$1.04M Buy
17,641
+64
+0.4% +$3.62K ﹤0.01% 2204
2024
Q2 		$979K Sell
17,577
-193
-1% -$10.4K ﹤0.01% 2178
2024
Q1 		$956K Sell
17,770
-5,763
-24% -$293K ﹤0.01% 2210
2023
Q4 		$1.14M Buy
23,533
+4,021
+21% +$181K ﹤0.01% 2068
2023
Q3 		$845K Sell
19,512
-1,600
-8% -$71.8K ﹤0.01% 2154
2023
Q2 		$941K Buy
21,112
+41
+0.2% +$1.73K ﹤0.01% 2123
2023
Q1 		$873K Buy
21,071
+2,354
+13% +$95.7K ﹤0.01% 2149
2022
Q4 		$730K Buy
18,717
+84
+0.5% +$3.29K ﹤0.01% 2241
2022
Q3 		$675K Sell
18,633
-445
-2% -$17.9K ﹤0.01% 2237
2022
Q2 		$723K Sell
19,078
-577
-3% -$23.7K ﹤0.01% 2236
2022
Q1 		$874K Buy
19,655
+2,356
+14% +$103K ﹤0.01% 2222
2021
Q4 		$806K Sell
17,299
-3,129
-15% -$140K ﹤0.01% 2282
2021
Q3 		$861K Buy
+20,428
New +$894K ﹤0.01% 2214

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 $2.31B AUM 21.64% 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

Stifel Financial's LRGF Position: Q1 2026 in Review

Stifel Financial reduced its iShares US Equity Factor ETF (LRGF) stake by 7.6% in Q1 2026, selling an estimated $128K and leaving 22,657 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Stifel Financial first reported a position in LRGF in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Stifel Financial held 22,657 shares of iShares US Equity Factor ETF worth $1.5M as of Q1 2026.
  • Stifel Financial sold 1,859 iShares US Equity Factor ETF shares in Q1 2026, an estimated $128K.
  • iShares US Equity Factor ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2162 holding.
  • Stifel Financial first reported a position in iShares US Equity Factor ETF in Q3 2021 and has held it in 19 quarters since.
  • Stifel Financial's iShares US Equity Factor ETF position peaked at $1.7M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.