Aspire Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.4K | Sell |
90
-1
| -1% | -$149 | 0.01% | 167 |
|
|
2024
Q2 | $12.5K | Sell |
91
-7
| -7% | -$964 | 0.01% | 153 |
|
|
2024
Q1 | $14K | Sell |
98
-12
| -11% | -$1.72K | 0.01% | 157 |
|
|
2023
Q4 | $14.5K | Buy |
110
+1
| +0.9% | +$132 | 0.01% | 149 |
|
|
2023
Q3 | $12.8K | Sell |
109
-1
| -0.9% | -$118 | 0.01% | 149 |
|
|
2023
Q2 | $13.5K | Sell |
110
-1
| -0.9% | -$123 | 0.01% | 156 |
|
|
2023
Q1 | $13.1K | Sell |
111
-103
| -48% | -$12.1K | 0.01% | 153 |
|
|
2022
Q4 | $24.4K | Buy |
214
+1
| +0.5% | +$114 | 0.02% | 139 |
|
|
2022
Q3 | $22K | Sell |
213
-1
| -0.5% | -$103 | 0.02% | 131 |
|
|
2022
Q2 | $24K | Sell |
214
-299
| -58% | -$33.5K | 0.02% | 134 |
|
|
2022
Q1 | $67K | Sell |
513
-177
| -26% | -$23.1K | 0.05% | 109 |
|
|
2021
Q4 | $95K | Buy |
+690
| New | +$95K | 0.08% | 107 |
|