AAP
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Arax Advisory Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Arax Advisory Partners’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 		– Sell
-68
Closed -$11K – 4269
2025
Q4 		$11K Buy
+68
New +$10.9K ﹤0.01% 2415

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Arax Advisory Partners's SIZE Position: Q1 2026 in Review

Arax Advisory Partners sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2026, closing a stake of 68 shares — an estimated $11K sold.

Arax Advisory Partners first reported a position in SIZE in Q4 2025 and held it in 1 quarter. The position peaked at $11K in Q4 2025. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Arax Advisory Partners reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 68 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $11K.
  • Arax Advisory Partners first reported a position in iShares MSCI USA Size Factor ETF in Q4 2025 and held it in 1 quarter.
  • Arax Advisory Partners's iShares MSCI USA Size Factor ETF position peaked at $11K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.