Global Retirement Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37K | Buy |
+48
| New | +$7.37K | ﹤0.01% | 2740 |
|
|
2024
Q4 | $5.84K | Hold |
39
| – | – | ﹤0.01% | 2621 |
|
|
2024
Q3 | $5.83K | Hold |
39
| – | – | ﹤0.01% | 2499 |
|
|
2024
Q2 | $5.37K | Hold |
39
| – | – | ﹤0.01% | 2585 |
|
|
2024
Q1 | $5.53K | Hold |
39
| – | – | ﹤0.01% | 2352 |
|
|
2023
Q4 | $5.01K | Buy |
39
+12
| +44% | +$1.54K | ﹤0.01% | 2322 |
|
|
2023
Q3 | $3.07K | Sell |
27
-18
| -40% | -$2.05K | ﹤0.01% | 2366 |
|
|
2023
Q2 | $5.52K | Hold |
45
| – | – | ﹤0.01% | 2163 |
|
|
2023
Q1 | $5.16K | Buy |
+45
| New | +$5.16K | ﹤0.01% | 2145 |
|
|
2022
Q3 | – | Sell |
-256
| Closed | -$28K | – | 2948 |
|
|
2022
Q2 | $28K | Buy |
+256
| New | +$28K | ﹤0.01% | 1216 |
|
|
2020
Q2 | – | Sell |
-289
| Closed | -$21K | – | 1711 |
|
|
2020
Q1 | $21K | Sell |
289
-360
| -55% | -$26.2K | ﹤0.01% | 796 |
|
|
2019
Q4 | $63K | Buy |
+649
| New | +$63K | 0.01% | 590 |
|