JO
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John Overdeck’s iShares US Equity Factor ETF LRGF Stock Holding History

John Overdeck’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 		$9.9M Buy
+130,900
New +$9.58M 0.01% 1530
2026
Q1 		– Sell
-136,800
Closed -$9.5M – 4784
2025
Q4 		$9.5M Buy
+136,800
New +$9.48M 0.01% 1157
2025
Q3 		– Sell
-151,700
Closed -$9.73M – 3807
2025
Q2 		$9.73M Buy
+151,700
New +$9M 0.02% 838

Other funds holding LRGF

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
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
PL
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

John Overdeck's LRGF Position: Q2 2026 in Review

John Overdeck opened a new position in iShares US Equity Factor ETF (LRGF) in Q2 2026: 130,900 shares worth $9.9M. The stake represents 0.01% of the portfolio and ranks #1530 among its holdings. This is a return to the name: John Overdeck previously reported a position in LRGF as recently as Q4 2025.

John Overdeck first reported a position in LRGF in Q2 2025 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

  • John Overdeck held 130,900 shares of iShares US Equity Factor ETF worth $9.9M as of Q2 2026.
  • iShares US Equity Factor ETF was a new John Overdeck position in Q2 2026.
  • iShares US Equity Factor ETF made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1530 holding.
  • John Overdeck first reported a position in iShares US Equity Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.