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 Q2	$302K	Hold	3,995	–	–	0.02%	200
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 $2.28B 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

Kanawha Capital Management's LRGF Position: Q2 2026 in Review

Kanawha Capital Management held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 3,995 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #200.

Kanawha Capital Management first reported a position in LRGF in Q4 2022 and has held it in 13 quarters since. The position peaked at $368K in Q1 2023. 255 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Kanawha Capital Management held 3,995 shares of iShares US Equity Factor ETF worth $302K as of Q2 2026.
Kanawha Capital Management left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
iShares US Equity Factor ETF made up 0.02% of Kanawha Capital Management's portfolio in Q2 2026, its #200 holding.
Kanawha Capital Management first reported a position in iShares US Equity Factor ETF in Q4 2022 and has held it in 13 quarters since.
Kanawha Capital Management's iShares US Equity Factor ETF position peaked at $368K in Q1 2023.
255 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Kanawha Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.