AE Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.88K | Hold |
51
| – | – | ﹤0.01% | 1906 |
|
|
2025
Q1 | $7.42K | Buy |
51
+1
| +2% | +$145 | ﹤0.01% | 1893 |
|
|
2024
Q4 | $7.43K | Buy |
+50
| New | +$7.43K | ﹤0.01% | 1871 |
|
|
2021
Q1 | – | Sell |
-8,499
| Closed | -$945K | – | 1539 |
|
|
2020
Q4 | $945K | Buy |
+8,499
| New | +$945K | 0.01% | 724 |
|
|
2020
Q3 | – | Sell |
-22,427
| Closed | -$1.96M | – | 1349 |
|
|
2020
Q2 | $1.96M | Buy |
22,427
+7,179
| +47% | +$629K | 0.03% | 413 |
|
|
2020
Q1 | $1.09M | Sell |
15,248
-26,438
| -63% | -$1.89M | 0.03% | 460 |
|
|
2019
Q4 | $4.06M | Buy |
41,686
+37,959
| +1,018% | +$3.7M | 0.09% | 214 |
|
|
2019
Q3 | $338K | Buy |
+3,727
| New | +$338K | 0.01% | 735 |
|