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 Q3	$1.76M	Buy	22,570 +2,064	+10%	+$160K	0.34%	76
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

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

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

Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Herold Advisors's LRGF Position: Q3 2026 in Review

Herold Advisors increased its iShares US Equity Factor ETF (LRGF) stake by 10% in Q3 2026, buying an estimated $160K and bringing the position to 22,570 shares worth $1.76M. The position accounts for 0.34% of the portfolio, ranked #76.

Herold Advisors first reported a position in LRGF in Q3 2021 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

Herold Advisors held 22,570 shares of iShares US Equity Factor ETF worth $1.76M as of Q3 2026.
Herold Advisors bought 2,064 iShares US Equity Factor ETF shares in Q3 2026, an estimated $160K.
iShares US Equity Factor ETF made up 0.34% of Herold Advisors's portfolio in Q3 2026, its #76 holding.
Herold Advisors first reported a position in iShares US Equity Factor ETF in Q3 2021 and has held it in 7 quarters since.
46 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.