Annex Advisory Services
LRGF icon

Annex Advisory Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Annex Advisory Services’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 		$242M Buy
3,111,527
+271,880
+10% +$21M 3.97% 5
2026
Q2 		$215M Buy
2,839,647
+1,477,785
+109% +$108M 3.67% 6
2026
Q1 		$89.9M Buy
+1,361,862
New +$93.5M 1.68% 13

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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
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 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
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Annex Advisory Services's LRGF Position: Q3 2026 in Review

Annex Advisory Services increased its iShares US Equity Factor ETF (LRGF) stake by 9.6% in Q3 2026, buying an estimated $21M and bringing the position to 3,111,527 shares worth $242M. The position accounts for 3.97% of the portfolio, ranked #5.

Annex Advisory Services first reported a position in LRGF in Q1 2026 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • Annex Advisory Services held 3,111,527 shares of iShares US Equity Factor ETF worth $242M as of Q3 2026.
  • Annex Advisory Services bought 271,880 iShares US Equity Factor ETF shares in Q3 2026, an estimated $21M.
  • iShares US Equity Factor ETF made up 3.97% of Annex Advisory Services's portfolio in Q3 2026, its #5 holding.
  • Annex Advisory Services first reported a position in iShares US Equity Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.