Citigroup
SIZE icon

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

Citigroup’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
Q1 		– Sell
-97
Closed -$15.7K – 6357
2025
Q4 		$15.7K Buy
+97
New +$15.6K ﹤0.01% 4928
2023
Q3 		– Sell
-120
Closed -$14.7K – 5795
2023
Q2 		$14.7K Sell
120
-107
-47% -$12.5K ﹤0.01% 5013
2023
Q1 		$26.8K Sell
227
-93
-29% -$11K ﹤0.01% 4426
2022
Q4 		$36.4K Buy
320
+190
+146% +$21.5K ﹤0.01% 4366
2022
Q3 		$14K Sell
130
-4
-3% -$465 ﹤0.01% 4887
2022
Q2 		$15K Buy
+134
New +$16.1K ﹤0.01% 5158
2021
Q3 		– Sell
-487
Closed -$63K – 6249
2021
Q2 		$63K Hold
487
– – ﹤0.01% 4708
2021
Q1 		$58K Hold
487
– – ﹤0.01% 4624
2020
Q4 		$54K Hold
487
– – ﹤0.01% 5985
2020
Q3 		$46K Sell
487
-1,335
-73% -$124K ﹤0.01% 5664
2020
Q2 		$160K Buy
1,822
+1,268
+229% +$104K ﹤0.01% 5191
2020
Q1 		$40K Buy
554
+67
+14% +$6.02K ﹤0.01% 6180
2019
Q4 		$47K Sell
487
-65
-12% -$6.08K ﹤0.01% 6357
2019
Q3 		$50K Hold
552
– – ﹤0.01% 6134
2019
Q2 		$50K Hold
552
– – ﹤0.01% 6479
2019
Q1 		$49K Buy
+552
New +$46.8K ﹤0.01% 6357
2016
Q2 		– Sell
-109
Closed -$7K – 7395
2016
Q1 		$7K Buy
109
+72
+195% +$4.47K ﹤0.01% 6914
2015
Q4 		$2K Buy
+37
New +$2.41K ﹤0.01% 7277
2015
Q3 		– Sell
-38
Closed -$2K – 7679
2015
Q2 		$2K Buy
38
+8
+27% +$536 ﹤0.01% 7151
2015
Q1 		$2K Buy
+30
New +$1.99K ﹤0.01% 6952

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup's SIZE Position: Q1 2026 in Review

Citigroup sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2026, closing a stake of 97 shares — an estimated $15.7K sold.

Citigroup first reported a position in SIZE in Q1 2015 and held it in 20 quarters. The position peaked at $160K in Q2 2020. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Citigroup reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Citigroup sold 97 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $15.7K.
  • Citigroup first reported a position in iShares MSCI USA Size Factor ETF in Q1 2015 and held it in 20 quarters.
  • Citigroup's iShares MSCI USA Size Factor ETF position peaked at $160K in Q2 2020.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.