HFS
SIZE icon

Hantz Financial Services’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Hantz Financial Services’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
Q1 		$22K Hold
141
– – ﹤0.01% 1846
2025
Q4 		$23K Hold
141
– – ﹤0.01% 1735
2025
Q3 		$23K Buy
+141
New +$22.3K ﹤0.01% 1519

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hantz Financial Services's SIZE Position: Q1 2026 in Review

Hantz Financial Services held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q1 2026 at 141 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Hantz Financial Services first reported a position in SIZE in Q3 2025 and has held it in 3 quarters since. The position peaked at $23K in Q4 2025. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Hantz Financial Services held 141 shares of iShares MSCI USA Size Factor ETF worth $22K as of Q1 2026.
  • Hantz Financial Services left its iShares MSCI USA Size Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1846 holding.
  • Hantz Financial Services first reported a position in iShares MSCI USA Size Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Hantz Financial Services's iShares MSCI USA Size Factor ETF position peaked at $23K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.