WFAG
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Wescott Financial Advisory Group’s iShares US Equity Factor ETF LRGF Stock Holding History

Wescott Financial Advisory 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 		$5.03M Sell
76,210
-825
-1% -$56.7K 0.44% 35
2025
Q4 		$5.35M Sell
77,035
-1,809
-2% -$125K 0.47% 36
2025
Q3 		$5.45M Sell
78,844
-419
-0.5% -$27.8K 0.49% 37
2025
Q2 		$5.08M Sell
79,263
-4,526
-5% -$268K 0.49% 37
2025
Q1 		$4.85M Sell
83,789
-1,828
-2% -$111K 0.5% 35
2024
Q4 		$5.17M Sell
85,617
-1,784
-2% -$108K 0.54% 31
2024
Q3 		$5.14M Sell
87,401
-1,327
-1% -$75.1K 0.55% 31
2024
Q2 		$4.94M Sell
88,728
-4,023
-4% -$216K 0.57% 31
2024
Q1 		$4.99M Sell
92,751
-13,543
-13% -$688K 0.62% 30
2023
Q4 		$5.13M Sell
106,294
-2,141
-2% -$96.4K 0.72% 26
2023
Q3 		$4.7M Sell
108,435
-62
-0.1% -$2.78K 0.86% 27
2023
Q2 		$4.83M Buy
108,497
+66
+0.1% +$2.78K 0.85% 24
2023
Q1 		$4.49M Sell
108,431
-811
-0.7% -$33K 0.98% 24
2022
Q4 		$4.26M Buy
109,242
+520
+0.5% +$20.3K 0.92% 22
2022
Q3 		$3.94M Buy
108,722
+338
+0.3% +$13.6K 1.1% 20
2022
Q2 		$4.11M Buy
108,384
+2,110
+2% +$86.7K 1.12% 20
2022
Q1 		$4.73M Sell
106,274
-2,498
-2% -$110K 1.22% 20
2021
Q4 		$5.06M Buy
108,772
+2,527
+2% +$113K 2.61% 6
2021
Q3 		$4.48M Sell
106,245
-20,092
-16% -$879K 2.53% 6
2021
Q2 		$5.47M Buy
126,337
+1,349
+1% +$57K 3.22% 5
2021
Q1 		$5.08M Buy
124,988
+3,415
+3% +$134K 3.3% 5
2020
Q4 		$4.58M Buy
+121,573
New +$4.33M 3.22% 4

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 $2.31B 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 $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

Wescott Financial Advisory Group's LRGF Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its iShares US Equity Factor ETF (LRGF) stake by 1.1% in Q1 2026, selling an estimated $56.7K and leaving 76,210 shares worth $5.03M. The position accounts for 0.44% of the portfolio, ranked #35.

Wescott Financial Advisory Group first reported a position in LRGF in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.47M in Q2 2021. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Wescott Financial Advisory Group held 76,210 shares of iShares US Equity Factor ETF worth $5.03M as of Q1 2026.
  • Wescott Financial Advisory Group sold 825 iShares US Equity Factor ETF shares in Q1 2026, an estimated $56.7K.
  • iShares US Equity Factor ETF made up 0.44% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #35 holding.
  • Wescott Financial Advisory Group first reported a position in iShares US Equity Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • Wescott Financial Advisory Group's iShares US Equity Factor ETF position peaked at $5.47M in Q2 2021.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.