Cetera Investment Advisers
SIZE icon

Cetera Investment Advisers’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Cetera Investment Advisers’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 		$205K Sell
1,148
-160
-12% -$27.4K ﹤0.01% 4479
2026
Q1 		$209K Buy
+1,308
New +$216K ﹤0.01% 4259

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

Cetera Investment Advisers's SIZE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 12% in Q2 2026, selling an estimated $27.4K and leaving 1,148 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #4479.

Cetera Investment Advisers first reported a position in SIZE in Q1 2026 and has held it in 2 quarters since. The position peaked at $209K in Q1 2026. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Cetera Investment Advisers held 1,148 shares of iShares MSCI USA Size Factor ETF worth $205K as of Q2 2026.
  • Cetera Investment Advisers sold 160 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $27.4K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4479 holding.
  • Cetera Investment Advisers first reported a position in iShares MSCI USA Size Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • Cetera Investment Advisers's iShares MSCI USA Size Factor ETF position peaked at $209K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.