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StoneX Group’s iShares US Equity Factor ETF LRGF Stock Holding History

StoneX Group’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 		$4.61M Buy
69,854
+1,282
+2% +$88K 0.25% 70
2025
Q4 		$4.76M Buy
68,572
+560
+0.8% +$38.8K 0.21% 87
2025
Q3 		$4.7M Buy
68,012
+135
+0.2% +$8.97K 0.2% 100
2025
Q2 		$4.35M Buy
67,877
+120
+0.2% +$7.12K 0.21% 94
2025
Q1 		$3.92M Buy
67,757
+350
+0.5% +$21.3K 0.22% 102
2024
Q4 		$4.07M Buy
+67,407
New +$4.09M 0.22% 92
2023
Q1 		– Sell
-46,023
Closed -$1.8M – 594
2022
Q4 		$1.8M Buy
46,023
+871
+2% +$34.1K 0.26% 59
2022
Q3 		$1.64M Buy
45,152
+341
+0.8% +$13.7K 0.3% 59
2022
Q2 		$1.7M Buy
44,811
+4,414
+11% +$181K 0.28% 64
2022
Q1 		$1.8M Buy
40,397
+311
+0.8% +$13.7K 0.17% 116
2021
Q4 		$1.87M Buy
40,086
+1,006
+3% +$45K 0.22% 96
2021
Q3 		$1.65M Buy
39,080
+1,659
+4% +$72.6K 0.24% 86
2021
Q2 		$1.6M Buy
37,421
+2,124
+6% +$89.8K 0.24% 87
2021
Q1 		$1.43M Buy
35,297
+322
+0.9% +$12.7K 0.26% 73
2020
Q4 		$1.32M Buy
34,975
+2,066
+6% +$73.6K 0.29% 62
2020
Q3 		$1.09M Buy
32,909
+3,913
+13% +$128K 0.35% 62
2020
Q2 		$901K Buy
28,996
+3,093
+12% +$91.8K 0.34% 74
2020
Q1 		$685K Buy
25,903
+1,108
+4% +$35.7K 0.36% 80
2019
Q4 		$855K Buy
24,795
+553
+2% +$18.4K 0.35% 86
2019
Q3 		$774K Buy
24,242
+1,553
+7% +$49.4K 0.48% 67
2019
Q2 		$721K Buy
22,689
+866
+4% +$27K 0.46% 67
2019
Q1 		$677K Buy
21,823
+9,833
+82% +$297K 0.52% 63
2018
Q4 		$338K Buy
11,990
+15
+0.1% +$461 0.33% 110
2018
Q3 		$403K Buy
11,975
+4,045
+51% +$135K 0.3% 118
2018
Q2 		$254K Buy
+7,930
New +$256K 0.22% 184

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

StoneX Group's LRGF Position: Q1 2026 in Review

StoneX Group increased its iShares US Equity Factor ETF (LRGF) stake by 1.9% in Q1 2026, buying an estimated $88K and bringing the position to 69,854 shares worth $4.61M. The position accounts for 0.25% of the portfolio, ranked #70.

StoneX Group first reported a position in LRGF in Q2 2018 and has held it in 25 quarters since. The position peaked at $4.76M in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • StoneX Group held 69,854 shares of iShares US Equity Factor ETF worth $4.61M as of Q1 2026.
  • StoneX Group bought 1,282 iShares US Equity Factor ETF shares in Q1 2026, an estimated $88K.
  • iShares US Equity Factor ETF made up 0.25% of StoneX Group's portfolio in Q1 2026, its #70 holding.
  • StoneX Group first reported a position in iShares US Equity Factor ETF in Q2 2018 and has held it in 25 quarters since.
  • StoneX Group's iShares US Equity Factor ETF position peaked at $4.76M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.