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

Hobbs Group 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	$2.73M	Hold	36,134	–	–	0.72%	27
2026 Q1	$2.38M	Hold	36,134	–	–	0.71%	26
2025 Q4	$2.51M	Sell	36,134 -429	-1%	-$29.7K	0.76%	25
2025 Q3	$2.53M	Hold	36,563	–	–	0.79%	24
2025 Q2	$2.34M	Hold	36,563	–	–	0.8%	23
2025 Q1	$2.12M	Sell	36,563 -1,551	-4%	-$94.5K	0.8%	23
2024 Q4	$2.3M	Sell	38,114 -4,763	-11%	-$289K	0.86%	23
2024 Q3	$2.52M	Hold	42,877	–	–	0.9%	19
2024 Q2	$2.39M	Buy	+42,877	New	+$2.3M	0.91%	20
2023 Q4	$2.06M	Buy	+42,694	New	+$1.92M	0.92%	22

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

Hobbs Group Advisors's LRGF Position: Q2 2026 in Review

Hobbs Group Advisors held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 36,134 shares worth $2.73M. The position accounts for 0.72% of the portfolio, ranked #27.

Hobbs Group Advisors first reported a position in LRGF in Q4 2023 and has held it in 10 quarters since. 252 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Hobbs Group Advisors held 36,134 shares of iShares US Equity Factor ETF worth $2.73M as of Q2 2026.
Hobbs Group Advisors left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
iShares US Equity Factor ETF made up 0.72% of Hobbs Group Advisors's portfolio in Q2 2026, its #27 holding.
Hobbs Group Advisors first reported a position in iShares US Equity Factor ETF in Q4 2023 and has held it in 10 quarters since.
252 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.