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

Herold 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	$1.55M	Buy	20,506 +7,769	+61%	+$568K	0.31%	87
2026 Q1	$841K	Buy	12,737 +2,371	+23%	+$163K	0.18%	121
2025 Q4	$720K	Buy	10,366 +6,384	+160%	+$442K	0.16%	137
2025 Q3	$275K	Buy	+3,982	New	+$265K	0.06%	211
2022 Q2	–	Sell	-300	Closed	-$13.3K	–	456
2022 Q1	$13.3K	Buy	+300	New	+$13.2K	﹤0.01%	563
2021 Q4	–	Sell	-300	Closed	-$12K	–	444
2021 Q3	$12K	Buy	+300	New	+$13.1K	﹤0.01%	581

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

Herold Advisors's LRGF Position: Q2 2026 in Review

Herold Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 61% in Q2 2026, buying an estimated $568K and bringing the position to 20,506 shares worth $1.55M. The position accounts for 0.31% of the portfolio, ranked #87.

Herold Advisors first reported a position in LRGF in Q3 2021 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Herold Advisors held 20,506 shares of iShares US Equity Factor ETF worth $1.55M as of Q2 2026.
Herold Advisors bought 7,769 iShares US Equity Factor ETF shares in Q2 2026, an estimated $568K.
iShares US Equity Factor ETF made up 0.31% of Herold Advisors's portfolio in Q2 2026, its #87 holding.
Herold Advisors first reported a position in iShares US Equity Factor ETF in Q3 2021 and has held it in 6 quarters since.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.