Wealthspire Advisors (New York)’s iShares US Equity Factor ETF LRGF Stock Holding History

Wealthspire Advisors (New York)’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	$3.09M	Sell	46,864 -969	-2%	-$66.5K	0.02%	221
2025 Q4	$3.32M	Sell	47,833 -885	-2%	-$61.3K	0.03%	214
2025 Q3	$3.37M	Sell	48,718 -3,374	-6%	-$224K	0.02%	203
2025 Q2	$3.34M	Sell	52,092 -178	-0.3%	-$10.6K	0.02%	204
2025 Q1	$3.03M	Sell	52,270 -4,845	-8%	-$295K	0.02%	209
2024 Q4	$3.45M	Sell	57,115 -2,711	-5%	-$165K	0.03%	179
2024 Q3	$3.52M	Sell	59,826 -2,123	-3%	-$120K	0.04%	172
2024 Q2	$3.45M	Sell	61,949 -5,097	-8%	-$274K	0.04%	139
2024 Q1	$3.61M	Sell	67,046 -2,103	-3%	-$107K	0.05%	133
2023 Q4	$3.34M	Sell	69,149 -3,528	-5%	-$159K	0.05%	139
2023 Q3	$3.15M	Sell	72,677 -3,890	-5%	-$174K	0.05%	132
2023 Q2	$3.41M	Sell	76,567 -6,701	-8%	-$283K	0.06%	113
2023 Q1	$3.45M	Sell	83,268 -5,761	-6%	-$234K	0.06%	111
2022 Q4	$3.47M	Sell	89,029 -7,629	-8%	-$298K	0.06%	117
2022 Q3	$3.5M	Sell	96,658 -7,718	-7%	-$310K	0.07%	110
2022 Q2	$3.96M	Sell	104,376 -3,758	-3%	-$154K	0.08%	100
2022 Q1	$4.81M	Sell	108,134 -3,081	-3%	-$135K	0.11%	73
2021 Q4	$5.18M	Sell	111,215 -383	-0.3%	-$17.1K	0.11%	81
2021 Q3	$4.7M	Buy	+111,598	New	+$4.88M	0.1%	98
2021 Q2	–	Sell	-131,507	Closed	-$5.34M	–	538
2021 Q1	$5.34M	Buy	+131,507	New	+$5.17M	0.13%	85

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s LRGF Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares US Equity Factor ETF (LRGF) stake by 2% in Q1 2026, selling an estimated $66.5K and leaving 46,864 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #221.

Wealthspire Advisors (New York) first reported a position in LRGF in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.34M in Q1 2021. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

Wealthspire Advisors (New York) held 46,864 shares of iShares US Equity Factor ETF worth $3.09M as of Q1 2026.
Wealthspire Advisors (New York) sold 969 iShares US Equity Factor ETF shares in Q1 2026, an estimated $66.5K.
iShares US Equity Factor ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #221 holding.
Wealthspire Advisors (New York) first reported a position in iShares US Equity Factor ETF in Q1 2021 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s iShares US Equity Factor ETF position peaked at $5.34M in Q1 2021.
242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.