CWS
SIZE icon

Cypress Wealth Services’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Cypress Wealth 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 		$471K Buy
2,644
+7
+0.3% +$1.2K 0.06% 248
2026
Q1 		$420K Buy
2,637
+10
+0.4% +$1.65K 0.06% 245
2025
Q4 		$424K Buy
2,627
+12
+0.5% +$1.93K 0.06% 229
2025
Q3 		$420K Buy
2,615
+652
+33% +$103K 0.07% 199
2025
Q2 		$303K Buy
1,963
+7
+0.4% +$1.02K 0.05% 229
2025
Q1 		$284K Buy
1,956
+7
+0.4% +$1.05K 0.06% 225
2024
Q4 		$289K Buy
1,949
+9
+0.5% +$1.37K 0.06% 213
2024
Q3 		$289K Buy
1,940
+8
+0.4% +$1.14K 0.06% 208
2024
Q2 		$266K Buy
1,932
+6
+0.3% +$825 0.06% 207
2024
Q1 		$274K Buy
1,926
+7
+0.4% +$942 0.06% 205
2023
Q4 		$253K Buy
1,919
+16
+0.8% +$1.93K 0.06% 202
2023
Q3 		$223K Hold
1,903
– – 0.06% 214
2023
Q2 		$240K Buy
1,903
+6
+0.3% +$704 0.06% 207
2023
Q1 		$224K Buy
1,897
+8
+0.4% +$950 0.07% 218
2022
Q4 		$215K Buy
1,889
+5
+0.3% +$566 0.07% 216
2022
Q3 		$201K Buy
1,884
+8
+0.4% +$929 0.07% 212
2022
Q2 		$206K Buy
1,876
+6
+0.3% +$720 0.07% 214
2022
Q1 		$244K Buy
1,870
+5
+0.3% +$645 0.07% 203
2021
Q4 		$256K Buy
1,865
+5
+0.3% +$672 0.07% 192
2021
Q3 		$238K Sell
1,860
-52
-3% -$6.83K 0.07% 195
2021
Q2 		$247K Sell
1,912
-198
-9% -$25K 0.07% 223
2021
Q1 		$253K Sell
2,110
-85
-4% -$9.9K 0.05% 242
2020
Q4 		$244K Buy
+2,195
New +$227K 0.05% 239
2020
Q3 		– Sell
-2,318
Closed -$216K – 463
2020
Q2 		$203K Sell
2,318
-12,499
-84% -$1.03M 0.05% 253
2020
Q1 		$1.06M Buy
+14,817
New +$1.33M 0.31% 85

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

Cypress Wealth Services's SIZE Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 0.27% in Q2 2026, buying an estimated $1.2K and bringing the position to 2,644 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #248.

Cypress Wealth Services first reported a position in SIZE in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.06M in Q1 2020. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Cypress Wealth Services held 2,644 shares of iShares MSCI USA Size Factor ETF worth $471K as of Q2 2026.
  • Cypress Wealth Services bought 7 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $1.2K.
  • iShares MSCI USA Size Factor ETF made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #248 holding.
  • Cypress Wealth Services first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and has held it in 25 quarters since.
  • Cypress Wealth Services's iShares MSCI USA Size Factor ETF position peaked at $1.06M in Q1 2020.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.