Wells Fargo
LRGF icon

Wells Fargo’s iShares US Equity Factor ETF LRGF Stock Holding History

Wells Fargo’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 		$190M Buy
2,879,070
+277,552
+11% +$19.1M 0.04% 407
2025
Q4 		$181M Buy
2,601,518
+180,954
+7% +$12.5M 0.04% 406
2025
Q3 		$167M Buy
2,420,564
+429,901
+22% +$28.6M 0.03% 419
2025
Q2 		$128M Buy
1,990,663
+111,242
+6% +$6.6M 0.03% 484
2025
Q1 		$109M Buy
1,879,421
+28,883
+2% +$1.76M 0.03% 512
2024
Q4 		$112M Buy
1,850,538
+57,157
+3% +$3.47M 0.03% 501
2024
Q3 		$105M Sell
1,793,381
-54,916
-3% -$3.11M 0.03% 517
2024
Q2 		$103M Buy
1,848,297
+73,392
+4% +$3.94M 0.03% 497
2024
Q1 		$95.5M Buy
1,774,905
+101,295
+6% +$5.15M 0.03% 518
2023
Q4 		$80.8M Buy
1,673,610
+62,678
+4% +$2.82M 0.02% 546
2023
Q3 		$69.8M Sell
1,610,932
-97,906
-6% -$4.39M 0.02% 558
2023
Q2 		$76.1M Buy
1,708,838
+2,907
+0.2% +$123K 0.02% 551
2023
Q1 		$70.7M Buy
1,705,931
+75,744
+5% +$3.08M 0.02% 557
2022
Q4 		$63.6M Sell
1,630,187
-54,688
-3% -$2.14M 0.02% 587
2022
Q3 		$61M Buy
1,684,875
+45,224
+3% +$1.81M 0.02% 571
2022
Q2 		$62.1M Sell
1,639,651
-46,253
-3% -$1.9M 0.02% 579
2022
Q1 		$75M Buy
1,685,904
+196,381
+13% +$8.62M 0.02% 599
2021
Q4 		$69.4M Buy
1,489,523
+51,127
+4% +$2.29M 0.02% 642
2021
Q3 		$60.6M Buy
1,438,396
+926,705
+181% +$40.5M 0.01% 941
2021
Q2 		$21.9M Sell
511,691
-17,537
-3% -$742K ﹤0.01% 1608
2021
Q1 		$21.5M Buy
529,228
+3,367
+0.6% +$132K 0.01% 1617
2020
Q4 		$19.8M Buy
525,861
+134
+0% +$4.77K ﹤0.01% 1555
2020
Q3 		$17.5M Sell
525,727
-78,075
-13% -$2.56M ﹤0.01% 1513
2020
Q2 		$18.8M Sell
603,802
-189,231
-24% -$5.62M 0.01% 1416
2020
Q1 		$21M Sell
793,033
-60,196
-7% -$1.94M 0.01% 1208
2019
Q4 		$29.4M Sell
853,229
-29,985
-3% -$995K 0.01% 1224
2019
Q3 		$28.2M Sell
883,214
-370,693
-30% -$11.8M 0.01% 1230
2019
Q2 		$39.8M Sell
1,253,907
-176,128
-12% -$5.5M 0.01% 1050
2019
Q1 		$44.4M Buy
1,430,035
+34,258
+2% +$1.04M 0.01% 956
2018
Q4 		$38.9M Buy
1,395,777
+183,368
+15% +$5.64M 0.01% 964
2018
Q3 		$40.8M Buy
1,212,409
+410,915
+51% +$13.7M 0.01% 1064
2018
Q2 		$25.6M Buy
801,494
+376,321
+89% +$12.1M 0.01% 1316
2018
Q1 		$13.4M Buy
425,173
+312,804
+278% +$10.1M ﹤0.01% 1760
2017
Q4 		$3.57M Buy
112,369
+14,653
+15% +$457K ﹤0.01% 2888
2017
Q3 		$2.92M Buy
97,716
+47,921
+96% +$1.4M ﹤0.01% 2982
2017
Q2 		$1.43M Buy
49,795
+33,043
+197% +$937K ﹤0.01% 3461
2017
Q1 		$468K Buy
16,752
+16,352
+4,088% +$453K ﹤0.01% 4294
2016
Q4 		$11K Hold
400
– – ﹤0.01% 5774
2016
Q3 		$10K Buy
+400
New +$9.99K ﹤0.01% 5761

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 $2.06B AUM 19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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 $5.82B AUM 16.73% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return