CWM
SIZE icon

Cornerstone Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Cornerstone Wealth Management’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
2020
Q2 		– Sell
-5,918
Closed -$422K – 407
2020
Q1 		$422K Buy
+5,918
New +$532K 0.08% 215

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Cornerstone Wealth Management's SIZE Position: Q2 2020 in Review

Cornerstone Wealth Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 5,918 shares — an estimated $422K sold.

Cornerstone Wealth Management first reported a position in SIZE in Q1 2020 and held it in 1 quarter. The position peaked at $422K in Q1 2020. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Cornerstone Wealth Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Cornerstone Wealth Management sold 5,918 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $422K.
  • Cornerstone Wealth Management first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares MSCI USA Size Factor ETF position peaked at $422K in Q1 2020.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Cornerstone Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.