KCM
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Kanawha Capital Management’s iShares US Equity Factor ETF LRGF Stock Holding History

Kanawha Capital Management’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
Q1 		$264K Hold
3,995
– – 0.02% 199
2025
Q4 		$277K Hold
3,995
– – 0.02% 198
2025
Q3 		$276K Hold
3,995
– – 0.02% 198
2025
Q2 		$256K Hold
3,995
– – 0.02% 193
2025
Q1 		$231K Hold
3,995
– – 0.02% 199
2024
Q4 		$241K Hold
3,995
– – 0.02% 198
2024
Q3 		$235K Hold
3,995
– – 0.02% 218
2024
Q2 		$222K Hold
3,995
– – 0.02% 220
2024
Q1 		$215K Buy
+3,995
New +$203K 0.02% 213
2023
Q3 		– Sell
-4,874
Closed -$217K – 208
2023
Q2 		$217K Sell
4,874
-3,995
-45% -$168K 0.02% 204
2023
Q1 		$368K Hold
8,869
– – 0.04% 164
2022
Q4 		$346K Buy
+8,869
New +$347K 0.03% 169

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Kanawha Capital Management's LRGF Position: Q1 2026 in Review

Kanawha Capital Management held its iShares US Equity Factor ETF (LRGF) position steady in Q1 2026 at 3,995 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #199.

Kanawha Capital Management first reported a position in LRGF in Q4 2022 and has held it in 12 quarters since. The position peaked at $368K in Q1 2023. 242 funds tracked by Wall St. Rank hold LRGF as of Q1 2026.

  • Kanawha Capital Management held 3,995 shares of iShares US Equity Factor ETF worth $264K as of Q1 2026.
  • Kanawha Capital Management left its iShares US Equity Factor ETF share count unchanged in Q1 2026.
  • iShares US Equity Factor ETF made up 0.02% of Kanawha Capital Management's portfolio in Q1 2026, its #199 holding.
  • Kanawha Capital Management first reported a position in iShares US Equity Factor ETF in Q4 2022 and has held it in 12 quarters since.
  • Kanawha Capital Management's iShares US Equity Factor ETF position peaked at $368K in Q1 2023.
  • 242 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.