Commonwealth Equity Services
SIZE icon

Commonwealth Equity Services’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Commonwealth Equity Services’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 		$936K Buy
5,248
+1,080
+26% +$185K ﹤0.01% 2760
2026
Q1 		$665K Buy
4,168
+1,961
+89% +$324K ﹤0.01% 2948
2025
Q4 		$357K Sell
2,207
-45
-2% -$7.24K ﹤0.01% 3505
2025
Q3 		$362K Sell
2,252
-2,985
-57% -$472K ﹤0.01% 3472
2025
Q2 		$809K Buy
5,237
+2,490
+91% +$363K ﹤0.01% 2752
2025
Q1 		$400K Sell
2,747
-355
-11% -$53.4K ﹤0.01% 3227
2024
Q4 		$461K Buy
3,102
+888
+40% +$135K ﹤0.01% 3017
2024
Q3 		$329K Buy
2,214
+7
+0.3% +$998 ﹤0.01% 3275
2024
Q2 		$304K Sell
2,207
-276
-11% -$38K ﹤0.01% 3278
2024
Q1 		$353K Buy
2,483
+539
+28% +$72.5K ﹤0.01% 3119
2023
Q4 		$256K Buy
1,944
+132
+7% +$15.9K ﹤0.01% 3308
2023
Q3 		$213K Buy
+1,812
New +$223K ﹤0.01% 3325
2020
Q4 		– Sell
-4,934
Closed -$462K – 3255
2020
Q3 		$462K Buy
4,934
+2,629
+114% +$245K ﹤0.01% 2019
2020
Q2 		$201K Sell
2,305
-97,211
-98% -$8.01M ﹤0.01% 2600
2020
Q1 		$7.1M Buy
99,516
+6,172
+7% +$555K 0.03% 443
2019
Q4 		$9.09M Buy
+93,344
New +$8.72M 0.03% 435
2017
Q1 		– Sell
-8,099
Closed -$582K – 2472
2016
Q4 		$582K Buy
+8,099
New +$568K ﹤0.01% 1326

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

Commonwealth Equity Services's SIZE Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 26% in Q2 2026, buying an estimated $185K and bringing the position to 5,248 shares worth $936K. The position accounts for ﹤0.01% of the portfolio, ranked #2760.

Commonwealth Equity Services first reported a position in SIZE in Q4 2016 and has held it in 17 quarters since. The position peaked at $9.09M in Q4 2019. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Commonwealth Equity Services held 5,248 shares of iShares MSCI USA Size Factor ETF worth $936K as of Q2 2026.
  • Commonwealth Equity Services bought 1,080 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $185K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2760 holding.
  • Commonwealth Equity Services first reported a position in iShares MSCI USA Size Factor ETF in Q4 2016 and has held it in 17 quarters since.
  • Commonwealth Equity Services's iShares MSCI USA Size Factor ETF position peaked at $9.09M in Q4 2019.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.