FFA
SIZE icon

Farther Finance Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Farther Finance Advisors’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 		$95.4K Buy
535
+407
+318% +$69.8K ﹤0.01% 2734
2026
Q1 		$20.5K Sell
128
-5
-4% -$825 ﹤0.01% 3638
2025
Q4 		$21.5K Hold
133
– – ﹤0.01% 3391
2025
Q3 		$21.4K Sell
133
-1
-0.7% -$158 ﹤0.01% 3004
2025
Q2 		$20.7K Sell
134
-235
-64% -$34.3K ﹤0.01% 2654
2025
Q1 		$53.7K Buy
369
+11
+3% +$1.65K ﹤0.01% 1859
2024
Q4 		$53.2K Buy
358
+5
+1% +$761 ﹤0.01% 1637
2024
Q3 		$52.5K Buy
353
+30
+9% +$4.28K ﹤0.01% 1622
2024
Q2 		$44K Buy
323
+17
+6% +$2.34K ﹤0.01% 1473
2024
Q1 		$43.3K Buy
306
+1
+0.3% +$135 ﹤0.01% 1238
2023
Q4 		$40.2K Hold
305
– – ﹤0.01% 1117
2023
Q3 		$35.8K Sell
305
-177
-37% -$21.8K 0.01% 896
2023
Q2 		$59.2K Sell
482
-79
-14% -$9.26K 0.01% 616
2023
Q1 		$66.1K Sell
561
-6
-1% -$713 0.02% 525
2022
Q4 		$64.5K Buy
+567
New +$64.2K 0.03% 438

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

Farther Finance Advisors's SIZE Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 318% in Q2 2026, buying an estimated $69.8K and bringing the position to 535 shares worth $95.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

Farther Finance Advisors first reported a position in SIZE in Q4 2022 and has held it in 15 quarters since. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Farther Finance Advisors held 535 shares of iShares MSCI USA Size Factor ETF worth $95.4K as of Q2 2026.
  • Farther Finance Advisors bought 407 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $69.8K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2734 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.