HHGA
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Halbert Hargrove Global Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Halbert Hargrove Global Advisors’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
Q1 		$239M Buy
3,626,489
+67,011
+2% +$4.6M 11.55% 3
2025
Q4 		$247M Buy
3,559,478
+76,631
+2% +$5.31M 11.73% 3
2025
Q3 		$241M Buy
3,482,847
+81,184
+2% +$5.4M 11.68% 3
2025
Q2 		$218M Buy
3,401,663
+10,936
+0.3% +$649K 11.38% 3
2025
Q1 		$196M Buy
3,390,727
+41,212
+1% +$2.51M 11.09% 3
2024
Q4 		$202M Buy
3,349,515
+79,445
+2% +$4.83M 11.23% 3
2024
Q3 		$192M Buy
3,270,070
+61,704
+2% +$3.49M 10.54% 3
2024
Q2 		$179M Buy
3,208,366
+2,559,279
+394% +$137M 10.36% 3
2024
Q1 		$34.9M Buy
649,087
+193,201
+42% +$9.82M 2.28% 11
2023
Q4 		$22M Buy
455,886
+100,487
+28% +$4.53M 1.51% 12
2023
Q3 		$15.4M Buy
355,399
+5,632
+2% +$253K 1.15% 13
2023
Q2 		$15.6M Sell
349,767
-5,713
-2% -$241K 1.14% 12
2023
Q1 		$14.7M Sell
355,480
-3,840
-1% -$156K 1% 14
2022
Q4 		$14M Sell
359,320
-24,957
-6% -$976K 1% 15
2022
Q3 		$13.9M Buy
384,277
+167,743
+77% +$6.73M 1.08% 15
2022
Q2 		$8.21M Buy
216,534
+130,534
+152% +$5.36M 0.61% 19
2022
Q1 		$3.83M Sell
86,000
-10,749
-11% -$472K 0.25% 26
2021
Q4 		$4.5M Buy
96,749
+26,790
+38% +$1.2M 0.29% 22
2021
Q3 		$2.95M Buy
69,959
+4,957
+8% +$217K 0.2% 22
2021
Q2 		$2.78M Buy
65,002
+3,661
+6% +$155K 0.18% 24
2021
Q1 		$2.49M Buy
61,341
+22,256
+57% +$874K 0.18% 24
2020
Q4 		$1.47M Buy
39,085
+16,656
+74% +$593K 0.11% 27
2020
Q3 		$745K Buy
+22,429
New +$736K 0.07% 34

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Halbert Hargrove Global Advisors's LRGF Position: Q1 2026 in Review

Halbert Hargrove Global Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 1.9% in Q1 2026, buying an estimated $4.6M and bringing the position to 3,626,489 shares worth $239M. The position accounts for 11.55% of the portfolio, ranked #3.

Halbert Hargrove Global Advisors first reported a position in LRGF in Q3 2020 and has held it in 23 quarters since. The position peaked at $247M in Q4 2025. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Halbert Hargrove Global Advisors held 3,626,489 shares of iShares US Equity Factor ETF worth $239M as of Q1 2026.
  • Halbert Hargrove Global Advisors bought 67,011 iShares US Equity Factor ETF shares in Q1 2026, an estimated $4.6M.
  • iShares US Equity Factor ETF made up 11.55% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #3 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares US Equity Factor ETF in Q3 2020 and has held it in 23 quarters since.
  • Halbert Hargrove Global Advisors's iShares US Equity Factor ETF position peaked at $247M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.