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Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in ISHARES TR

HB Wealth Management, LLC holds 135,999 shares of LRGF (ISHARES TR), worth $10.3M as of 2026-Q2. The position was decreased (-2.4% shares). LRGF represents 0.1% of HB Wealth Management, LLC's portfolio.

Current Value

$10.3M

Current Shares

135,999

Total Value Change

+$1.3M

Total Shares Change

-17,464

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
135,999
-2.4%
$10.3M0.1%$75.43
0
2026-Q1
Decreased
139,397
-0.7%
$9.2M0.1%$65.66
0
2025-Q4
Decreased
140,339
-0.5%
$9.7M0.1%$68.89
0
2025-Q3
Increased
141,051
+14.9%
$9.7M0.1%$68.29
32
2025-Q2
Decreased
122,769
-17.1%
$7.9M0.1%$63.22
0
2025-Q1
Decreased
148,018
-2.6%
$8.6M0.1%$56.89
0
2024-Q4
Decreased
152,018
-0.9%
$9.2M0.1%$59.14
0
2024-Q3
Increased
153,463
0.0%
$9M0.1%$57.41
27

Other major holders of LRGF: WELLS FARGO & COMPANY/MN

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