Ameriprise
SIZE icon

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

Ameriprise’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 		$13M Buy
72,798
+5,815
+9% +$997K ﹤0.01% 1857
2026
Q1 		$10.7M Buy
66,983
+5,017
+8% +$828K ﹤0.01% 1878
2025
Q4 		$10M Buy
61,966
+4,530
+8% +$729K ﹤0.01% 1907
2025
Q3 		$9.23M Sell
57,436
-875
-2% -$138K ﹤0.01% 1971
2025
Q2 		$9.01M Buy
58,311
+56,904
+4,044% +$8.3M ﹤0.01% 1898
2025
Q1 		$205K Buy
1,407
+1
+0.1% +$150 ﹤0.01% 3789
2024
Q4 		$209K Sell
1,406
-11
-0.8% -$1.68K ﹤0.01% 3854
2024
Q3 		$211K Buy
+1,417
New +$202K ﹤0.01% 3737
2021
Q4 		– Sell
-26,936
Closed -$3.44M – 4039
2021
Q3 		$3.44M Buy
26,936
+12,781
+90% +$1.68M ﹤0.01% 2626
2021
Q2 		$1.83M Sell
14,155
-495
-3% -$62.5K ﹤0.01% 2967
2021
Q1 		$1.76M Sell
14,650
-1,092
-7% -$127K ﹤0.01% 2905
2020
Q4 		$1.75M Buy
15,742
+11,759
+295% +$1.22M ﹤0.01% 2862
2020
Q3 		$374K Buy
+3,983
New +$371K ﹤0.01% 3347
2020
Q2 		– Sell
-79,892
Closed -$5.84M – 3730
2020
Q1 		$5.84M Buy
79,892
+3,218
+4% +$289K ﹤0.01% 1798
2019
Q4 		$7.46M Buy
+76,674
New +$7.17M ﹤0.01% 1970

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise's SIZE Position: Q2 2026 in Review

Ameriprise increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 8.7% in Q2 2026, buying an estimated $997K and bringing the position to 72,798 shares worth $13M. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Ameriprise first reported a position in SIZE in Q4 2019 and has held it in 15 quarters since. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Ameriprise held 72,798 shares of iShares MSCI USA Size Factor ETF worth $13M as of Q2 2026.
  • Ameriprise bought 5,815 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $997K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1857 holding.
  • Ameriprise first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and has held it in 15 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.