Cambridge Investment Research Advisors
SIZE icon

Cambridge Investment Research Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$437K Sell
2,451
-168
-6% -$28.8K ﹤0.01% 3091
2026
Q1 		$418K Buy
2,619
+542
+26% +$89.4K ﹤0.01% 2973
2025
Q4 		$336K Buy
2,077
+295
+17% +$47.5K ﹤0.01% 3087
2025
Q3 		$287K Sell
1,782
-156
-8% -$24.7K ﹤0.01% 3147
2025
Q2 		$299K Buy
1,938
+247
+15% +$36K ﹤0.01% 2980
2025
Q1 		$246K Sell
1,691
-103
-6% -$15.5K ﹤0.01% 3044
2024
Q4 		$266K Sell
1,794
-155
-8% -$23.6K ﹤0.01% 2936
2024
Q3 		$290K Buy
1,949
+305
+19% +$43.5K ﹤0.01% 2858
2024
Q2 		$226K Buy
1,644
+17
+1% +$2.34K ﹤0.01% 2938
2024
Q1 		$232K Sell
1,627
-160
-9% -$21.5K ﹤0.01% 2902
2023
Q4 		$236K Buy
1,787
+42
+2% +$5.07K ﹤0.01% 2792
2023
Q3 		$205K Buy
1,745
+62
+4% +$7.64K ﹤0.01% 2796
2023
Q2 		$207K Sell
1,683
-403
-19% -$47.3K ﹤0.01% 2846
2023
Q1 		$246K Sell
2,086
-198
-9% -$23.5K ﹤0.01% 2649
2022
Q4 		$260K Sell
2,284
-57
-2% -$6.45K ﹤0.01% 2545
2022
Q3 		$244K Sell
2,341
-157
-6% -$18.2K ﹤0.01% 2546
2022
Q2 		$275K Sell
2,498
-551
-18% -$66.1K ﹤0.01% 2457
2022
Q1 		$397K Sell
3,049
-679
-18% -$87.6K ﹤0.01% 2300
2021
Q4 		$512K Sell
3,728
-848
-19% -$114K ﹤0.01% 2094
2021
Q3 		$584K Sell
4,576
-418
-8% -$54.9K ﹤0.01% 1926
2021
Q2 		$646K Sell
4,994
-1,785
-26% -$225K ﹤0.01% 1858
2021
Q1 		$814K Sell
6,779
-12,154
-64% -$1.42M ﹤0.01% 1575
2020
Q4 		$2.1M Sell
18,933
-5,395
-22% -$558K 0.01% 900
2020
Q3 		$2.28M Buy
24,328
+3,856
+19% +$359K 0.02% 738
2020
Q2 		$1.79M Sell
20,472
-10,183
-33% -$839K 0.01% 824
2020
Q1 		$2.19M Buy
30,655
+18,388
+150% +$1.65M 0.02% 631
2019
Q4 		$1.2M Buy
12,267
+9,833
+404% +$919K 0.01% 1059
2019
Q3 		$221K Buy
2,434
+56
+2% +$5.07K ﹤0.01% 2051
2019
Q2 		$216K Sell
2,378
-21,704
-90% -$1.94M ﹤0.01% 1958
2019
Q1 		$2.12M Buy
+24,082
New +$2.04M 0.02% 691

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors's SIZE Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 6.4% in Q2 2026, selling an estimated $28.8K and leaving 2,451 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

Cambridge Investment Research Advisors first reported a position in SIZE in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.28M in Q3 2020. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,451 shares of iShares MSCI USA Size Factor ETF worth $437K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 168 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $28.8K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3091 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q1 2019 and has held it in 30 quarters since.
  • Cambridge Investment Research Advisors's iShares MSCI USA Size Factor ETF position peaked at $2.28M in Q3 2020.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.