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Aptus Capital Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Aptus Capital Advisors’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
2025
Q3 		– Sell
-11
Closed -$1.64K – 1649
2025
Q2 		$1.64K Sell
11
-27
-71% -$3.94K ﹤0.01% 1485
2025
Q1 		$5.46K Sell
38
-49
-56% -$7.37K ﹤0.01% 1329
2024
Q4 		$13K Hold
87
– – ﹤0.01% 1255
2024
Q3 		$12.9K Hold
87
– – ﹤0.01% 1075
2024
Q2 		$12K Hold
87
– – ﹤0.01% 1015
2024
Q1 		$12.4K Buy
+87
New +$11.7K ﹤0.01% 1010

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aptus Capital Advisors's SIZE Position: Q3 2025 in Review

Aptus Capital Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2025, closing a stake of 11 shares — an estimated $1.64K sold.

Aptus Capital Advisors first reported a position in SIZE in Q1 2024 and held it in 6 quarters. The position peaked at $13K in Q4 2024. 67 funds tracked by Wall St. Rank hold SIZE as of Q3 2025.

  • Aptus Capital Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 11 iShares MSCI USA Size Factor ETF shares in Q3 2025, an estimated $1.64K.
  • Aptus Capital Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q1 2024 and held it in 6 quarters.
  • Aptus Capital Advisors's iShares MSCI USA Size Factor ETF position peaked at $13K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.