Global Retirement Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Global Retirement 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
2026 Q2	$10.6K	Buy	+59	New	+$10.1K	﹤0.01%	3362
2025 Q4	$7.77K	Hold	48	–	–	﹤0.01%	3259
2025 Q3	$7.7K	Hold	48	–	–	﹤0.01%	2798
2025 Q2	$7.37K	Buy	+48	New	+$7K	﹤0.01%	2741
2024 Q4	$5.84K	Hold	39	–	–	﹤0.01%	2622
2024 Q3	$5.83K	Hold	39	–	–	﹤0.01%	2503
2024 Q2	$5.37K	Hold	39	–	–	﹤0.01%	2587
2024 Q1	$5.53K	Hold	39	–	–	﹤0.01%	2352
2023 Q4	$5.01K	Buy	39 +12	+44%	+$1.45K	﹤0.01%	2322
2023 Q3	$3.07K	Sell	27 -18	-40%	-$2.22K	﹤0.01%	2365
2023 Q2	$5.52K	Hold	45	–	–	﹤0.01%	2164
2023 Q1	$5.16K	Buy	+45	New	+$5.34K	﹤0.01%	2148
2022 Q3	–	Sell	-256	Closed	-$28K	–	2949
2022 Q2	$28K	Buy	+256	New	+$30.7K	﹤0.01%	1218
2020 Q2	–	Sell	-289	Closed	-$21K	–	1714
2020 Q1	$21K	Sell	289 -360	-55%	-$32.4K	﹤0.01%	797
2019 Q4	$63K	Buy	+649	New	+$60.7K	0.01%	590

Other funds holding SIZE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Global Retirement Partners's SIZE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares MSCI USA Size Factor ETF (SIZE) in Q2 2026: 59 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #3362 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SIZE as recently as Q4 2025.

Global Retirement Partners first reported a position in SIZE in Q4 2019 and has held it in 15 quarters since. The position peaked at $63K in Q4 2019. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

Global Retirement Partners held 59 shares of iShares MSCI USA Size Factor ETF worth $10.6K as of Q2 2026.
iShares MSCI USA Size Factor ETF was a new Global Retirement Partners position in Q2 2026.
iShares MSCI USA Size Factor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3362 holding.
Global Retirement Partners first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and has held it in 15 quarters since.
Global Retirement Partners's iShares MSCI USA Size Factor ETF position peaked at $63K in Q4 2019.
73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.