Bison Wealth’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Bison Wealth’s Portfolio SIZE Stock Details SIZE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$728K	Sell
2024 Q3	$748K	Sell
2024 Q2	$721K	Hold
2024 Q1	$721K	Sell
2023 Q4	$670K	Buy
2023 Q3	$593K	Sell
2023 Q2	$635K	Buy