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James T. Borello RIA’s iShares US Equity Factor ETF LRGF Stock Holding History

James T. Borello RIA’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
Q3 		$239K Hold
3,074
– – 0.05% 101
2026
Q2 		$232K Hold
3,074
– – 0.05% 105
2026
Q1 		$203K Hold
3,074
– – 0.05% 105
2025
Q4 		$213K Hold
3,074
– – 0.06% 97
2025
Q3 		$212K Hold
3,074
– – 0.06% 91
2025
Q2 		$197K Buy
+3,074
New +$182K 0.06% 84

Other funds holding LRGF

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Conrad Siegel Investment Advisors
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
HZ
Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

James T. Borello RIA's LRGF Position: Q3 2026 in Review

James T. Borello RIA held its iShares US Equity Factor ETF (LRGF) position steady in Q3 2026 at 3,074 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #101.

James T. Borello RIA first reported a position in LRGF in Q2 2025 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • James T. Borello RIA held 3,074 shares of iShares US Equity Factor ETF worth $239K as of Q3 2026.
  • James T. Borello RIA left its iShares US Equity Factor ETF share count unchanged in Q3 2026.
  • iShares US Equity Factor ETF made up 0.05% of James T. Borello RIA's portfolio in Q3 2026, its #101 holding.
  • James T. Borello RIA first reported a position in iShares US Equity Factor ETF in Q2 2025 and has held it in 6 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.