AAS
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
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

Other funds holding LRGF

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Annex Advisory Services's LRGF Position: Q2 2026 in Review

Annex Advisory Services increased its iShares US Equity Factor ETF (LRGF) stake by 109% in Q2 2026, buying an estimated $108M and bringing the position to 2,839,647 shares worth $215M. The position accounts for 3.67% of the portfolio, ranked #6.

Annex Advisory Services first reported a position in LRGF in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • Annex Advisory Services held 2,839,647 shares of iShares US Equity Factor ETF worth $215M as of Q2 2026.
  • Annex Advisory Services bought 1,477,785 iShares US Equity Factor ETF shares in Q2 2026, an estimated $108M.
  • iShares US Equity Factor ETF made up 3.67% of Annex Advisory Services's portfolio in Q2 2026, its #6 holding.
  • Annex Advisory Services first reported a position in iShares US Equity Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.