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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
Q2 		– Sell
-16
Closed -$2.55K – 5374
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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial's SIZE Position: Q2 2026 in Review

Allworth Financial sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2026, closing a stake of 16 shares — an estimated $2.55K sold.

Allworth Financial first reported a position in SIZE in Q3 2025 and held it in 3 quarters. The position peaked at $2.59K in Q4 2025. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Allworth Financial reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 16 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $2.55K.
  • Allworth Financial first reported a position in iShares MSCI USA Size Factor ETF in Q3 2025 and held it in 3 quarters.
  • Allworth Financial's iShares MSCI USA Size Factor ETF position peaked at $2.59K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.