FWP
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Firethorn Wealth Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Firethorn Wealth Partners’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
2021
Q1 		– Sell
-3,977
Closed -$442K – 141
2020
Q4 		$442K Buy
+3,977
New +$411K 0.48% 50

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TWM
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Firethorn Wealth Partners's SIZE Position: Q1 2021 in Review

Firethorn Wealth Partners sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2021, closing a stake of 3,977 shares — an estimated $442K sold.

Firethorn Wealth Partners first reported a position in SIZE in Q4 2020 and held it in 1 quarter. The position peaked at $442K in Q4 2020. 83 funds tracked by Wall St. Rank hold SIZE as of Q1 2021.

  • Firethorn Wealth Partners reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Firethorn Wealth Partners sold 3,977 iShares MSCI USA Size Factor ETF shares in Q1 2021, an estimated $442K.
  • Firethorn Wealth Partners first reported a position in iShares MSCI USA Size Factor ETF in Q4 2020 and held it in 1 quarter.
  • Firethorn Wealth Partners's iShares MSCI USA Size Factor ETF position peaked at $442K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2021.

Based on Firethorn Wealth Partners's 13F filing for Q1 2021, filed 18 May 2021.