William Blair & Company
LRGF icon

William Blair & Company’s iShares US Equity Factor ETF LRGF Stock Holding History

William Blair & Company’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 		$41.8K Sell
633
-198
-24% -$13.6K ﹤0.01% 1714
2025
Q4 		$57.7K Hold
831
– – ﹤0.01% 1639
2025
Q3 		$57.4K Sell
831
-60
-7% -$3.99K ﹤0.01% 1623
2025
Q2 		$57.1K Hold
891
– – ﹤0.01% 1594
2025
Q1 		$51.6K Sell
891
-294
-25% -$17.9K ﹤0.01% 1589
2024
Q4 		$71.5K Hold
1,185
– – ﹤0.01% 1565
2024
Q3 		$69.6K Hold
1,185
– – ﹤0.01% 1586
2024
Q2 		$66K Hold
1,185
– – ﹤0.01% 1565
2024
Q1 		$63.8K Hold
1,185
– – ﹤0.01% 1572
2023
Q4 		$57.2K Hold
1,185
– – ﹤0.01% 1572
2023
Q3 		$51.3K Hold
1,185
– – ﹤0.01% 1585
2023
Q2 		$52.8K Hold
1,185
– – ﹤0.01% 1591
2023
Q1 		$49.1K Hold
1,185
– – ﹤0.01% 1583
2022
Q4 		$46.2K Hold
1,185
– – ﹤0.01% 1584
2022
Q3 		$43K Hold
1,185
– – ﹤0.01% 1615
2022
Q2 		$45K Hold
1,185
– – ﹤0.01% 1640
2022
Q1 		$53K Hold
1,185
– – ﹤0.01% 1707
2021
Q4 		$55K Hold
1,185
– – ﹤0.01% 1765
2021
Q3 		$50K Hold
1,185
– – ﹤0.01% 1682
2021
Q2 		$51K Hold
1,185
– – ﹤0.01% 1693
2021
Q1 		$48K Sell
1,185
-4,450
-79% -$175K ﹤0.01% 1672
2020
Q4 		$212K Buy
5,635
+3,450
+158% +$123K ﹤0.01% 1410
2020
Q3 		$73K Sell
2,185
-1,746
-44% -$57.3K ﹤0.01% 1465
2020
Q2 		$122K Sell
3,931
-1,593
-29% -$47.3K ﹤0.01% 1340
2020
Q1 		$146K Sell
5,524
-9,500
-63% -$306K ﹤0.01% 1243
2019
Q4 		$518K Hold
15,024
– – ﹤0.01% 977
2019
Q3 		$480K Sell
15,024
-4,645
-24% -$148K ﹤0.01% 963
2019
Q2 		$625K Hold
19,669
– – ﹤0.01% 905
2019
Q1 		$610K Buy
+19,669
New +$595K ﹤0.01% 900

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
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 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

William Blair & Company's LRGF Position: Q1 2026 in Review

William Blair & Company reduced its iShares US Equity Factor ETF (LRGF) stake by 24% in Q1 2026, selling an estimated $13.6K and leaving 633 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

William Blair & Company first reported a position in LRGF in Q1 2019 and has held it in 29 quarters since. The position peaked at $625K in Q2 2019. 243 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • William Blair & Company held 633 shares of iShares US Equity Factor ETF worth $41.8K as of Q1 2026.
  • William Blair & Company sold 198 iShares US Equity Factor ETF shares in Q1 2026, an estimated $13.6K.
  • iShares US Equity Factor ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1714 holding.
  • William Blair & Company first reported a position in iShares US Equity Factor ETF in Q1 2019 and has held it in 29 quarters since.
  • William Blair & Company's iShares US Equity Factor ETF position peaked at $625K in Q2 2019.
  • 243 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.