Hershey Financial Advisers’s iShares US Equity Factor ETF LRGF Stock Holding History

Hershey Financial Advisers’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	$1.87M	Buy	+24,760	New	+$1.81M	1.34%	23
2026 Q1	–	Sell	-24,744	Closed	-$1.72M	–	95
2025 Q4	$1.72M	Buy	+24,744	New	+$1.71M	1.45%	22
2025 Q3	–	Sell	-25,141	Closed	-$1.61M	–	88
2025 Q2	$1.61M	Buy	+25,141	New	+$1.49M	1.44%	28
2024 Q4	$1.68M	Buy	+27,866	New	+$1.69M	1.48%	27
2024 Q2	$8.63K	Buy	+155	New	+$8.32K	0.01%	102

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

Hershey Financial Advisers's LRGF Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 24,760 shares worth $1.87M. The stake represents 1.34% of the portfolio and ranks #23 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in LRGF as recently as Q4 2025.

Hershey Financial Advisers first reported a position in LRGF in Q2 2024 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Hershey Financial Advisers held 24,760 shares of iShares US Equity Factor ETF worth $1.87M as of Q2 2026.
iShares US Equity Factor ETF was a new Hershey Financial Advisers position in Q2 2026.
iShares US Equity Factor ETF made up 1.34% of Hershey Financial Advisers's portfolio in Q2 2026, its #23 holding.
Hershey Financial Advisers first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 5 quarters since.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.