Baird Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
1,899
-134
| -7% | -$20.7K | ﹤0.01% | 1596 |
|
|
2025
Q1 | $296K | Sell |
2,033
-16
| -0.8% | -$2.33K | ﹤0.01% | 1567 |
|
|
2024
Q4 | $304K | Sell |
2,049
-158
| -7% | -$23.5K | ﹤0.01% | 1553 |
|
|
2024
Q3 | $328K | Sell |
2,207
-5,878
| -73% | -$875K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $1.11M | Buy |
+8,085
| New | +$1.11M | ﹤0.01% | 1132 |
|
|
2023
Q4 | – | Sell |
-8,523
| Closed | -$1M | – | 1798 |
|
|
2023
Q3 | $1M | Buy |
+8,523
| New | +$1M | ﹤0.01% | 1116 |
|
|
2020
Q2 | – | Sell |
-7,100
| Closed | -$507K | – | 1576 |
|
|
2020
Q1 | $507K | Sell |
7,100
-5,131
| -42% | -$366K | ﹤0.01% | 1061 |
|
|
2019
Q4 | $1.19M | Buy |
+12,231
| New | +$1.19M | ﹤0.01% | 919 |
|