SS
LRGF icon

Sunbelt Securities’s iShares US Equity Factor ETF LRGF Stock Holding History

Sunbelt Securities’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 		$68.2K Hold
1,033
– – ﹤0.01% 948
2025
Q4 		$71.7K Buy
1,033
+1
+0.1% +$69 ﹤0.01% 903
2025
Q3 		$71.3K Sell
1,032
-132
-11% -$8.77K ﹤0.01% 915
2025
Q2 		$70.2K Buy
1,164
+27
+2% +$1.6K 0.01% 859
2025
Q1 		$65.8K Sell
1,137
-27
-2% -$1.65K 0.01% 840
2024
Q4 		$70.5K Sell
1,164
-93
-7% -$5.65K 0.01% 857
2024
Q3 		$73.9K Sell
1,257
-19
-1% -$1.08K 0.01% 842
2024
Q2 		$71.1K Hold
1,276
– – 0.01% 819
2024
Q1 		$68.6K Buy
1,276
+1
+0.1% +$51 0.01% 806
2023
Q4 		$61.6K Buy
1,275
+2
+0.2% +$90 0.01% 770
2023
Q3 		$55.1K Sell
1,273
-21
-2% -$942 0.01% 781
2023
Q2 		$57.7K Buy
1,294
+1
+0.1% +$42 0.01% 754
2023
Q1 		$52.8K Buy
+1,293
New +$52.6K 0.01% 735
2021
Q4 		– Sell
-6,084
Closed -$260K – 497
2021
Q3 		$260K Hold
6,084
– – 0.05% 379
2021
Q2 		$260K Buy
6,084
+3
+0% +$127 0.05% 378
2021
Q1 		$247K Buy
6,081
+3
+0% +$118 0.05% 368
2020
Q4 		$229K Sell
6,078
-41
-0.7% -$1.46K 0.05% 351
2020
Q3 		$203K Buy
+6,119
New +$201K 0.06% 308

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 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 $617B AUM 30.33% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 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 $1.1B AUM 21.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Sunbelt Securities's LRGF Position: Q1 2026 in Review

Sunbelt Securities held its iShares US Equity Factor ETF (LRGF) position steady in Q1 2026 at 1,033 shares worth $68.2K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Sunbelt Securities first reported a position in LRGF in Q3 2020 and has held it in 18 quarters since. The position peaked at $260K in Q3 2021. 243 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Sunbelt Securities held 1,033 shares of iShares US Equity Factor ETF worth $68.2K as of Q1 2026.
  • Sunbelt Securities left its iShares US Equity Factor ETF share count unchanged in Q1 2026.
  • iShares US Equity Factor ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #948 holding.
  • Sunbelt Securities first reported a position in iShares US Equity Factor ETF in Q3 2020 and has held it in 18 quarters since.
  • Sunbelt Securities's iShares US Equity Factor ETF position peaked at $260K in Q3 2021.
  • 243 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.