Advisornet Financial
SIZE icon

Advisornet Financial’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Advisornet Financial’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
2026
Q3 		– Sell
-14
Closed -$2.53K – 1864
2026
Q2 		$2.53K Hold
14
– – ﹤0.01% 1889
2026
Q1 		$2.26K Hold
14
– – ﹤0.01% 1900
2025
Q4 		$2.28K Hold
14
– – ﹤0.01% 1883
2025
Q3 		$2.26K Hold
14
– – ﹤0.01% 1845
2025
Q2 		$2.16K Buy
+14
New +$2.04K ﹤0.01% 1825
2024
Q4 		– Sell
-1,206
Closed -$179K – 2233
2024
Q3 		$179K Buy
1,206
+1
+0.1% +$143 0.01% 550
2024
Q2 		$166K Hold
1,205
– – 0.02% 519
2024
Q1 		$171K Sell
1,205
-82
-6% -$11K 0.02% 504
2023
Q4 		$170K Sell
1,287
-46
-3% -$5.55K 0.02% 508
2023
Q3 		$156K Hold
1,333
– – 0.01% 505
2023
Q2 		$164K Hold
1,333
– – 0.01% 523
2023
Q1 		$157K Sell
1,333
-44
-3% -$5.23K 0.01% 508
2022
Q4 		$157K Hold
1,377
– – 0.02% 526
2022
Q3 		$144K Sell
1,377
-395
-22% -$45.9K 0.01% 575
2022
Q2 		$195K Sell
1,772
-179
-9% -$21.5K 0.02% 507
2022
Q1 		$254K Sell
1,951
-37
-2% -$4.78K 0.02% 501
2021
Q4 		$273K Sell
1,988
-7
-0.4% -$941 0.02% 524
2021
Q3 		$255K Sell
1,995
-33
-2% -$4.33K 0.02% 507
2021
Q2 		$262K Sell
2,028
-127
-6% -$16K 0.02% 526
2021
Q1 		$259K Sell
2,155
-9,479
-81% -$1.1M 0.02% 494
2020
Q4 		$1.29M Sell
11,634
-10,237
-47% -$1.06M 0.1% 177
2020
Q3 		$2.05M Sell
21,871
-4,941
-18% -$460K 0.18% 130
2020
Q2 		$2.35M Buy
26,812
+8,557
+47% +$705K 0.19% 119
2020
Q1 		$1.3M Buy
18,255
+13,649
+296% +$1.23M 0.12% 154
2019
Q4 		$449K Buy
+4,606
New +$430K 0.04% 351

Other funds holding SIZE

James Reed Financial Services
James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
G&S Capital
G&S Capital Denver, Colorado $345M AUM 26.69% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Advisornet Financial's SIZE Position: Q3 2026 in Review

Advisornet Financial sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2026, closing a stake of 14 shares — an estimated $2.53K sold.

Advisornet Financial first reported a position in SIZE in Q4 2019 and held it in 25 quarters. The position peaked at $2.35M in Q2 2020. 35 funds tracked by Wall St. Rank hold SIZE as of Q3 2026.

  • Advisornet Financial reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 14 iShares MSCI USA Size Factor ETF shares in Q3 2026, an estimated $2.53K.
  • Advisornet Financial first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 25 quarters.
  • Advisornet Financial's iShares MSCI USA Size Factor ETF position peaked at $2.35M in Q2 2020.
  • 35 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.