Client 1st Advisory Group’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
Q3 | $536K | Hold |
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|
2025
Q2 | $515K | Sell |
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|
2025
Q1 | $485K | Hold |
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|
2024
Q4 | $496K | Sell |
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|
2024
Q3 | $520K | Hold |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $551K | Sell |
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|
2023
Q1 | $567K | Sell |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $633K | Sell |
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|
2022
Q2 | $679K | Sell |
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|
2022
Q1 | $983K | Sell |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $2.85M | Sell |
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|
2020
Q4 | $3.43M | Sell |
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|
2020
Q3 | $3.76M | Buy |
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|
2020
Q2 | $2.18M | Buy |
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|
2020
Q1 | $1.47M | Sell |
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|
2019
Q4 | $2.35M | Buy |
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