GJIA
SIZE icon

Glass Jacobson Investment Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Glass Jacobson Investment 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 		$30.7K Hold
172
– – 0.01% 376
2026
Q1 		$27.5K Buy
172
+76
+79% +$12.5K 0.01% 380
2025
Q4 		$15.5K Buy
+96
New +$15.4K 0.01% 420

Other funds holding SIZE

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Glass Jacobson Investment Advisors's SIZE Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q2 2026 at 172 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #376.

Glass Jacobson Investment Advisors first reported a position in SIZE in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Glass Jacobson Investment Advisors held 172 shares of iShares MSCI USA Size Factor ETF worth $30.7K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its iShares MSCI USA Size Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Size Factor ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #376 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.