Hixon Zuercher’s iShares US Equity Factor ETF LRGF Stock Holding History

Hixon Zuercher’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	$18.6M	Buy	+239,401	New	+$18.5M	5.37%	1

Other funds holding LRGF

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

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Hixon Zuercher's LRGF Position: Q3 2026 in Review

Hixon Zuercher opened a new position in iShares US Equity Factor ETF (LRGF) in Q3 2026: 239,401 shares worth $18.6M. The stake represents 5.37% of the portfolio and ranks #1 among its holdings.

23 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

Hixon Zuercher held 239,401 shares of iShares US Equity Factor ETF worth $18.6M as of Q3 2026.
iShares US Equity Factor ETF was a new Hixon Zuercher position in Q3 2026.
iShares US Equity Factor ETF made up 5.37% of Hixon Zuercher's portfolio in Q3 2026, its #1 holding.
23 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

Based on Hixon Zuercher's 13F filing for Q3 2026, filed 13 Oct 2026.