Stonebridge Financial Group (Pennsylvania)’s iShares US Equity Factor ETF LRGF Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$16.3M	Buy	214,927 +3,937	+2%	+$288K	1.23%	21
2026 Q1	$13.9M	Buy	210,990 +15,493	+8%	+$1.06M	1.15%	26
2025 Q4	$13.6M	Buy	195,497 +3,211	+2%	+$222K	1.16%	27
2025 Q3	$13.3M	Buy	192,286 +3,136	+2%	+$208K	1.17%	25
2025 Q2	$12.1M	Sell	189,150 -28,876	-13%	-$1.71M	1.18%	24
2025 Q1	$12.6M	Buy	218,026 +68,407	+46%	+$4.17M	1.34%	21
2024 Q4	$9.03M	Buy	+149,619	New	+$9.09M	1%	28

Other funds holding LRGF

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s LRGF Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its iShares US Equity Factor ETF (LRGF) stake by 1.9% in Q2 2026, buying an estimated $288K and bringing the position to 214,927 shares worth $16.3M. The position accounts for 1.23% of the portfolio, ranked #21.

Stonebridge Financial Group (Pennsylvania) first reported a position in LRGF in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 214,927 shares of iShares US Equity Factor ETF worth $16.3M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 3,937 iShares US Equity Factor ETF shares in Q2 2026, an estimated $288K.
iShares US Equity Factor ETF made up 1.23% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #21 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares US Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.