Heck Capital Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Heck Capital 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 Q2	–	Sell	-84,353	Closed	-$5.57M	–	225
2026 Q1	$5.57M	Buy	84,353 +1,042	+1%	+$71.6K	0.41%	48
2025 Q4	$5.78M	Buy	83,311 +2,713	+3%	+$188K	0.43%	47
2025 Q3	$5.57M	Buy	80,598 +1,476	+2%	+$98.1K	0.43%	50
2025 Q2	$5.07M	Buy	+79,122	New	+$4.69M	0.44%	46
2019 Q1	–	Sell	-7,325	Closed	-$204K	–	96
2018 Q4	$204K	Hold	7,325	–	–	0.08%	71
2018 Q3	$246K	Buy	+7,325	New	+$244K	0.08%	67

Other funds holding LRGF

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

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

CCA

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 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

Heck Capital Advisors's LRGF Position: Q2 2026 in Review

Heck Capital Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q2 2026, closing a stake of 84,353 shares — an estimated $5.57M sold.

Heck Capital Advisors first reported a position in LRGF in Q3 2018 and held it in 6 quarters. The position peaked at $5.78M in Q4 2025. 102 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Heck Capital Advisors reported no remaining iShares US Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
Heck Capital Advisors sold 84,353 iShares US Equity Factor ETF shares in Q2 2026, an estimated $5.57M.
Heck Capital Advisors first reported a position in iShares US Equity Factor ETF in Q3 2018 and held it in 6 quarters.
Heck Capital Advisors's iShares US Equity Factor ETF position peaked at $5.78M in Q4 2025.
102 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.