Hazlett, Burt & Watson’s iShares US Equity Factor ETF LRGF Stock Holding History

Hazlett, Burt & Watson’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	$24K	Buy	322 +1	+0.3%	+$73	0.01%	566
2026 Q1	$21K	Buy	321 +1	+0.3%	+$69	0.01%	575
2025 Q4	$22K	Sell	320 -25	-7%	-$1.73K	0.01%	587
2025 Q3	$24K	Buy	345 +1	+0.3%	+$66	0.01%	532
2025 Q2	$22K	Buy	344 +36	+12%	+$2.13K	0.01%	486
2025 Q1	$18K	Sell	308 -11	-3%	-$671	0.01%	508
2024 Q4	$19K	Buy	+319	New	+$19.4K	0.01%	474

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 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

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

Hazlett, Burt & Watson's LRGF Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its iShares US Equity Factor ETF (LRGF) stake by 0.31% in Q2 2026, buying an estimated $73 and bringing the position to 322 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #566.

Hazlett, Burt & Watson first reported a position in LRGF in Q4 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Hazlett, Burt & Watson held 322 shares of iShares US Equity Factor ETF worth $24K as of Q2 2026.
Hazlett, Burt & Watson bought 1 iShares US Equity Factor ETF share in Q2 2026, an estimated $73.
iShares US Equity Factor ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #566 holding.
Hazlett, Burt & Watson first reported a position in iShares US Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.