HWM
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HB Wealth Management’s iShares US Equity Factor ETF LRGF Stock Holding History

HB Wealth Management’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 		$10.3M Sell
135,999
-3,398
-2% -$249K 0.06% 166
2026
Q1 		$9.2M Sell
139,397
-942
-0.7% -$64.7K 0.06% 167
2025
Q4 		$9.74M Sell
140,339
-712
-0.5% -$49.3K 0.06% 156
2025
Q3 		$9.74M Buy
141,051
+18,282
+15% +$1.22M 0.07% 154
2025
Q2 		$7.87M Sell
122,769
-25,249
-17% -$1.5M 0.06% 167
2025
Q1 		$8.57M Sell
148,018
-4,000
-3% -$244K 0.07% 154
2024
Q4 		$9.17M Sell
152,018
-1,445
-0.9% -$87.8K 0.09% 102
2024
Q3 		$9.02M Buy
153,463
+6
+0% +$340 0.1% 102
2024
Q2 		$8.55M Sell
153,457
-1,961
-1% -$105K 0.1% 98
2024
Q1 		$8.36M Sell
155,418
-13,701
-8% -$696K 0.11% 103
2023
Q4 		$8.17M Sell
169,119
-23,145
-12% -$1.04M 0.12% 93
2023
Q3 		$8.33M Sell
192,264
-8,131
-4% -$365K 0.13% 80
2023
Q2 		$8.93M Sell
200,395
-1,403
-0.7% -$59.2K 0.14% 76
2023
Q1 		$8.36M Sell
201,798
-5,844
-3% -$238K 0.15% 73
2022
Q4 		$8.1M Sell
207,642
-3,459
-2% -$135K 0.15% 76
2022
Q3 		$7.65M Sell
211,101
-2,474
-1% -$99.3K 0.16% 68
2022
Q2 		$8.09M Buy
213,575
+11
+0% +$452 0.17% 64
2022
Q1 		$9.5M Sell
213,564
-2,310
-1% -$101K 0.18% 54
2021
Q4 		$10.1M Buy
+215,874
New +$9.66M 0.2% 41

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
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
PL
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

HB Wealth Management's LRGF Position: Q2 2026 in Review

HB Wealth Management reduced its iShares US Equity Factor ETF (LRGF) stake by 2.4% in Q2 2026, selling an estimated $249K and leaving 135,999 shares worth $10.3M. The position accounts for 0.06% of the portfolio, ranked #166.

HB Wealth Management first reported a position in LRGF in Q4 2021 and has held it in 19 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • HB Wealth Management held 135,999 shares of iShares US Equity Factor ETF worth $10.3M as of Q2 2026.
  • HB Wealth Management sold 3,398 iShares US Equity Factor ETF shares in Q2 2026, an estimated $249K.
  • iShares US Equity Factor ETF made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #166 holding.
  • HB Wealth Management first reported a position in iShares US Equity Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.