AWM
SIZE icon

Able Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Able Wealth Management’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$276 – 488
2023
Q4 		$276 Buy
+2
New +$241 ﹤0.01% 573

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Able Wealth Management's SIZE Position: Q1 2024 in Review

Able Wealth Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2024, closing a stake of 2 shares — an estimated $276 sold.

Able Wealth Management first reported a position in SIZE in Q4 2023 and held it in 1 quarter. The position peaked at $276 in Q4 2023. 62 funds tracked by Wall St. Rank hold SIZE as of Q1 2024.

  • Able Wealth Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 2 iShares MSCI USA Size Factor ETF shares in Q1 2024, an estimated $276.
  • Able Wealth Management first reported a position in iShares MSCI USA Size Factor ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares MSCI USA Size Factor ETF position peaked at $276 in Q4 2023.
  • 62 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.