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Anderson Hoagland & Co’s iShares US Equity Factor ETF LRGF Stock Holding History

Anderson Hoagland & Co’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
Q2 		$317K Hold
4,197
– – 0.02% 128
2026
Q1 		$277K Hold
4,197
– – 0.02% 129
2025
Q4 		$291K Hold
4,197
– – 0.03% 134
2025
Q3 		$290K Hold
4,197
– – 0.03% 132
2025
Q2 		$269K Hold
4,197
– – 0.03% 137
2025
Q1 		$216K Hold
4,197
– – 0.03% 135
2024
Q4 		$260K Hold
4,197
– – 0.03% 130
2024
Q3 		$247K Hold
4,197
– – 0.03% 127
2024
Q2 		$238K Hold
4,197
– – 0.02% 129
2024
Q1 		$221K Sell
4,197
-915
-18% -$46.5K 0.02% 129
2023
Q4 		$247K Hold
5,112
– – 0.03% 114
2023
Q3 		$221K Hold
5,112
– – 0.03% 118
2023
Q2 		$228K Hold
5,112
– – 0.03% 116
2023
Q1 		$212K Hold
5,112
– – 0.03% 121
2022
Q4 		$202K Sell
5,112
-15,647
-75% -$612K 0.03% 122
2022
Q3 		$752K Buy
+20,759
New +$833K 0.12% 98

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Anderson Hoagland & Co's LRGF Position: Q2 2026 in Review

Anderson Hoagland & Co held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 4,197 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #128.

Anderson Hoagland & Co first reported a position in LRGF in Q3 2022 and has held it in 16 quarters since. The position peaked at $752K in Q3 2022. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Anderson Hoagland & Co held 4,197 shares of iShares US Equity Factor ETF worth $317K as of Q2 2026.
  • Anderson Hoagland & Co left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
  • iShares US Equity Factor ETF made up 0.02% of Anderson Hoagland & Co's portfolio in Q2 2026, its #128 holding.
  • Anderson Hoagland & Co first reported a position in iShares US Equity Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • Anderson Hoagland & Co's iShares US Equity Factor ETF position peaked at $752K in Q3 2022.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.