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
Q2 		– Sell
-141
Closed -$22K – 2624
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
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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
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hantz Financial Services's SIZE Position: Q2 2026 in Review

Hantz Financial Services sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2026, closing a stake of 141 shares — an estimated $22K sold.

Hantz Financial Services first reported a position in SIZE in Q3 2025 and held it in 3 quarters. The position peaked at $23K in Q4 2025. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Hantz Financial Services reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Hantz Financial Services sold 141 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $22K.
  • Hantz Financial Services first reported a position in iShares MSCI USA Size Factor ETF in Q3 2025 and held it in 3 quarters.
  • Hantz Financial Services's iShares MSCI USA Size Factor ETF position peaked at $23K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.