Halbert Hargrove Global Advisors
LRGF icon

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
Q3 		$285M Buy
3,662,435
+40,603
+1% +$3.14M 12.45% 2
2026
Q2 		$274M Sell
3,621,832
-4,657
-0.1% -$341K 11.85% 3
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% +$9.8M 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 		$3.82M 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

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
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

Halbert Hargrove Global Advisors's LRGF Position: Q3 2026 in Review

Halbert Hargrove Global Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 1.1% in Q3 2026, buying an estimated $3.14M and bringing the position to 3,662,435 shares worth $285M. The position accounts for 12.45% of the portfolio, ranked #2.

Halbert Hargrove Global Advisors first reported a position in LRGF in Q3 2020 and has held it in 25 quarters since. 45 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • Halbert Hargrove Global Advisors held 3,662,435 shares of iShares US Equity Factor ETF worth $285M as of Q3 2026.
  • Halbert Hargrove Global Advisors bought 40,603 iShares US Equity Factor ETF shares in Q3 2026, an estimated $3.14M.
  • iShares US Equity Factor ETF made up 12.45% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #2 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares US Equity Factor ETF in Q3 2020 and has held it in 25 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.