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Harbour Investments’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Harbour Investments’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 		$101K Sell
633
-57
-8% -$9.4K ﹤0.01% 1936
2025
Q4 		$112K Buy
690
+2
+0.3% +$322 ﹤0.01% 1586
2025
Q3 		$111K Sell
688
-10
-1% -$1.58K ﹤0.01% 1540
2025
Q2 		$108K Sell
698
-12
-2% -$1.75K ﹤0.01% 1470
2025
Q1 		$103K Sell
710
-251
-26% -$37.8K ﹤0.01% 1418
2024
Q4 		$143K Sell
961
-4
-0.4% -$609 ﹤0.01% 1191
2024
Q3 		$144K Buy
965
+1
+0.1% +$143 ﹤0.01% 1156
2024
Q2 		$133K Sell
964
-1
-0.1% -$138 ﹤0.01% 1113
2024
Q1 		$137K Hold
965
– – ﹤0.01% 1072
2023
Q4 		$127K Sell
965
-6
-0.6% -$724 0.01% 1041
2023
Q3 		$114K Sell
971
-86
-8% -$10.6K 0.01% 1002
2023
Q2 		$130K Sell
1,057
-25
-2% -$2.93K 0.01% 951
2023
Q1 		$128K Sell
1,082
-6
-0.6% -$713 0.01% 940
2022
Q4 		$124K Sell
1,088
-227
-17% -$25.7K 0.01% 921
2022
Q3 		$145K Hold
1,315
– – 0.01% 826
2022
Q2 		$145K Buy
+1,315
New +$158K 0.01% 826
2021
Q4 		$196K Sell
1,431
-227
-14% -$30.5K 0.01% 727
2021
Q3 		$212K Sell
1,658
-114
-6% -$15K 0.01% 994
2021
Q2 		$229K Sell
1,772
-150
-8% -$18.9K 0.01% 980
2021
Q1 		$231K Buy
+1,922
New +$224K 0.01% 905

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

Harbour Investments's SIZE Position: Q1 2026 in Review

Harbour Investments reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 8.3% in Q1 2026, selling an estimated $9.4K and leaving 633 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Harbour Investments first reported a position in SIZE in Q1 2021 and has held it in 20 quarters since. The position peaked at $231K in Q1 2021. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Harbour Investments held 633 shares of iShares MSCI USA Size Factor ETF worth $101K as of Q1 2026.
  • Harbour Investments sold 57 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $9.4K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1936 holding.
  • Harbour Investments first reported a position in iShares MSCI USA Size Factor ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares MSCI USA Size Factor ETF position peaked at $231K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.