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

Allworth 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
Q1 		$2.55K Hold
16
– – ﹤0.01% 4269
2025
Q4 		$2.59K Hold
16
– – ﹤0.01% 4020
2025
Q3 		$2.57K Buy
+16
New +$2.53K ﹤0.01% 3887

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial's SIZE Position: Q1 2026 in Review

Allworth Financial held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q1 2026 at 16 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #4269.

Allworth Financial first reported a position in SIZE in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.59K in Q4 2025. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Allworth Financial held 16 shares of iShares MSCI USA Size Factor ETF worth $2.55K as of Q1 2026.
  • Allworth Financial left its iShares MSCI USA Size Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4269 holding.
  • Allworth Financial first reported a position in iShares MSCI USA Size Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's iShares MSCI USA Size Factor ETF position peaked at $2.59K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.