SFO
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Stokes Family Office’s iShares US Equity Factor ETF LRGF Stock Holding History

Stokes Family Office’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 		$2.24M Sell
33,955
-13,292
-28% -$913K 0.23% 89
2025
Q4 		$3.28M Sell
47,247
-2,582
-5% -$179K 0.3% 75
2025
Q3 		$3.44M Buy
49,829
+8,147
+20% +$541K 0.33% 72
2025
Q2 		$2.67M Sell
41,682
-245,613
-85% -$14.6M 0.28% 74
2025
Q1 		$16.6M Sell
287,295
-65,010
-18% -$3.96M 1.87% 13
2024
Q4 		$21.3M Sell
352,305
-54,734
-13% -$3.32M 2.27% 10
2024
Q3 		$23.9M Sell
407,039
-159,943
-28% -$9.05M 2.62% 8
2024
Q2 		$31.6M Sell
566,982
-201,652
-26% -$10.8M 3.7% 5
2024
Q1 		$41.4M Sell
768,634
-533,455
-41% -$27.1M 5.17% 3
2023
Q4 		$62.9M Buy
1,302,089
+93,570
+8% +$4.21M 8.5% 2
2023
Q3 		$52.4M Buy
1,208,519
+232,856
+24% +$10.4M 6.15% 2
2023
Q2 		$43.5M Sell
975,663
-12,060
-1% -$508K 5.02% 3
2023
Q1 		$40.9M Sell
987,723
-486,551
-33% -$19.8M 5.1% 3
2022
Q4 		$57.5M Buy
1,474,274
+305,252
+26% +$11.9M 7.4% 2
2022
Q3 		$42.3M Buy
1,169,022
+126,816
+12% +$5.09M 6.04% 2
2022
Q2 		$39.5M Buy
+1,042,206
New +$42.8M 5.39% 2

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

Stokes Family Office's LRGF Position: Q1 2026 in Review

Stokes Family Office reduced its iShares US Equity Factor ETF (LRGF) stake by 28% in Q1 2026, selling an estimated $913K and leaving 33,955 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #89.

Stokes Family Office first reported a position in LRGF in Q2 2022 and has held it in 16 quarters since. The position peaked at $62.9M in Q4 2023. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Stokes Family Office held 33,955 shares of iShares US Equity Factor ETF worth $2.24M as of Q1 2026.
  • Stokes Family Office sold 13,292 iShares US Equity Factor ETF shares in Q1 2026, an estimated $913K.
  • iShares US Equity Factor ETF made up 0.23% of Stokes Family Office's portfolio in Q1 2026, its #89 holding.
  • Stokes Family Office first reported a position in iShares US Equity Factor ETF in Q2 2022 and has held it in 16 quarters since.
  • Stokes Family Office's iShares US Equity Factor ETF position peaked at $62.9M in Q4 2023.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.