FFO
SIZE icon

Fortitude Family Office’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Fortitude Family Office’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
2024
Q1 		– Sell
-48
Closed -$6.33K – 1072
2023
Q4 		$6.33K Buy
+48
New +$5.79K ﹤0.01% 520

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Fortitude Family Office's SIZE Position: Q1 2024 in Review

Fortitude Family Office sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2024, closing a stake of 48 shares — an estimated $6.33K sold.

Fortitude Family Office first reported a position in SIZE in Q4 2023 and held it in 1 quarter. The position peaked at $6.33K in Q4 2023. 62 funds tracked by Wall St. Rank hold SIZE as of Q1 2024.

  • Fortitude Family Office reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Fortitude Family Office sold 48 iShares MSCI USA Size Factor ETF shares in Q1 2024, an estimated $6.33K.
  • Fortitude Family Office first reported a position in iShares MSCI USA Size Factor ETF in Q4 2023 and held it in 1 quarter.
  • Fortitude Family Office's iShares MSCI USA Size Factor ETF position peaked at $6.33K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.