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 Q3	$2.85K	Buy	+16	New	+$2.89K	﹤0.01%	4499
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

James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 26.69% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial's SIZE Position: Q3 2026 in Review

Allworth Financial opened a new position in iShares MSCI USA Size Factor ETF (SIZE) in Q3 2026: 16 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #4499 among its holdings. This is a return to the name: Allworth Financial previously reported a position in SIZE as recently as Q1 2026.

Allworth Financial first reported a position in SIZE in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold SIZE as of Q3 2026.

Allworth Financial held 16 shares of iShares MSCI USA Size Factor ETF worth $2.85K as of Q3 2026.
iShares MSCI USA Size Factor ETF was a new Allworth Financial position in Q3 2026.
iShares MSCI USA Size Factor ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #4499 holding.
Allworth Financial first reported a position in iShares MSCI USA Size Factor ETF in Q3 2025 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.