BCGM Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Sell |
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|
2025
Q1 | $577K | Hold |
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|
2024
Q4 | $589K | Sell |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $374K | Hold |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $380K | Hold |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $416K | Sell |
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|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $517K | Buy |
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|
2021
Q3 | $508K | Sell |
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|
2021
Q2 | $500K | Sell |
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|
2021
Q1 | $476K | Buy |
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|
2020
Q4 | $457K | Buy |
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