BPI
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BFC Planning, Inc.’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

BFC Planning, Inc.’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
Q3 		– Sell
-126
Closed -$22.5K – 3602
2026
Q2 		$22.5K Hold
126
– – ﹤0.01% 1955
2026
Q1 		$20.1K Hold
126
– – ﹤0.01% 1710
2025
Q4 		$20.3K Buy
+126
New +$20.3K ﹤0.01% 1751

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BFC Planning, Inc.'s SIZE Position: Q3 2026 in Review

BFC Planning, Inc. sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2026, closing a stake of 126 shares — an estimated $22.5K sold.

BFC Planning, Inc. first reported a position in SIZE in Q4 2025 and held it in 3 quarters. The position peaked at $22.5K in Q2 2026. 60 funds tracked by Wall St. Rank hold SIZE as of Q3 2026.

  • BFC Planning, Inc. reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 126 iShares MSCI USA Size Factor ETF shares in Q3 2026, an estimated $22.5K.
  • BFC Planning, Inc. first reported a position in iShares MSCI USA Size Factor ETF in Q4 2025 and held it in 3 quarters.
  • BFC Planning, Inc.'s iShares MSCI USA Size Factor ETF position peaked at $22.5K in Q2 2026.
  • 60 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.