Thurston Springer Miller Herd & Titak’s iShares US Equity Factor ETF LRGF Stock Holding History

Thurston Springer Miller Herd & Titak’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	$27.4K	Hold	362	–	–	0.01%	604
2026 Q1	$23.9K	Hold	362	–	–	0.01%	723
2025 Q4	$25.2K	Buy	+362	New	+$25.1K	0.01%	672
2025 Q3	–	Sell	-443	Closed	-$28.5K	–	1021
2025 Q2	$28.5K	Buy	443 +81	+22%	+$4.8K	﹤0.01%	830
2025 Q1	$21K	Hold	362	–	–	﹤0.01%	865
2024 Q4	$21.9K	Hold	362	–	–	﹤0.01%	707
2024 Q3	$21.3K	Buy	362 +1	+0.3%	+$57	0.01%	803
2024 Q2	$20.1K	Buy	+361	New	+$19.4K	0.01%	810

Other funds holding LRGF

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

CCA

Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's LRGF Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its iShares US Equity Factor ETF (LRGF) position steady in Q2 2026 at 362 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #604.

Thurston Springer Miller Herd & Titak first reported a position in LRGF in Q2 2024 and has held it in 8 quarters since. The position peaked at $28.5K in Q2 2025. 93 funds tracked by Wall St. Rank hold LRGF as of Q2 2026.

Thurston Springer Miller Herd & Titak held 362 shares of iShares US Equity Factor ETF worth $27.4K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its iShares US Equity Factor ETF share count unchanged in Q2 2026.
iShares US Equity Factor ETF made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #604 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares US Equity Factor ETF in Q2 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's iShares US Equity Factor ETF position peaked at $28.5K in Q2 2025.
93 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.