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Atlas Private Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Atlas Private Wealth 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
-1,538
Closed -$238K – 187
2025
Q2 		$238K Buy
1,538
+80
+5% +$11.7K 0.03% 180
2025
Q1 		$212K Buy
1,458
+12
+0.8% +$1.8K 0.03% 175
2024
Q4 		$215K Buy
+1,446
New +$220K 0.03% 160
2021
Q4 		– Sell
-20
Closed -$3K – 605
2021
Q3 		$3K Buy
+20
New +$2.63K ﹤0.01% 637

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

Atlas Private Wealth Advisors's SIZE Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2025, closing a stake of 1,538 shares — an estimated $238K sold.

Atlas Private Wealth Advisors first reported a position in SIZE in Q3 2021 and held it in 4 quarters. The position peaked at $238K in Q2 2025. 67 funds tracked by Wall St. Rank hold SIZE as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,538 iShares MSCI USA Size Factor ETF shares in Q3 2025, an estimated $238K.
  • Atlas Private Wealth Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q3 2021 and held it in 4 quarters.
  • Atlas Private Wealth Advisors's iShares MSCI USA Size Factor ETF position peaked at $238K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.