LRGF — ISHARES U.S. EQUITY FACTOR ETF

Ownership history in CoreCap Advisors, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which CoreCap Advisors, LLC reported a position in ISHARES U.S. EQUITY FACTOR ETF (LRGF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 302 -125 -29.3% 0.00% $21K $68.65
2022 Q2 INITIATED 427 — — 0.00% $16K $35.90
% of Fund (quarterly)    LRGF price (monthly, adj. close)

Other funds also holding LRGF

As of 2025 Q4 — sorted by position size

Tolleson Wealth Management, Inc. 3Y 23.52% CORA CAPITAL ADVISORS LLC 3Y 14.01% Strategic Financial Services, Inc. 3Y 7Y 12.58% EWA, LLC 12.35% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 11.73% Ullmann Wealth Partners Group, LLC 3Y 7Y 8.88% Obsido Oy 6.82% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 6.47% Pettinga Financial Advisors LLC 3Y 7Y 6.39% Clearwater Capital Advisors, LLC 3Y 7Y 6.18%
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