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Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in ISHARES US EQUITY FACTOR ETF

HB Wealth Management, LLC holds 135,999 shares of LRGF (ISHARES US EQUITY FACTOR ETF), 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%$75.63
0
2026-Q1
Decreased
139,397
-0.7%
$9.2M0.1%$68.70
0
2025-Q4
Decreased
140,339
-0.5%
$9.7M0.1%$69.95
0
2025-Q3
Increased
141,051
+14.9%
$9.7M0.1%$68.67
32
2025-Q2
Decreased
122,769
-17.1%
$7.9M0.1%$63.27
0
2025-Q1
Decreased
148,018
-2.6%
$8.6M0.1%$56.98
0
2024-Q4
Decreased
152,018
-0.9%
$9.2M0.1%$59.86
0
2024-Q3
Increased
153,463
0.0%
$9M0.1%$57.67
27

Other major holders of LRGF: WELLS FARGO & COMPANY/MN, Steward Partners Investment Advisory, LLC

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