Householder Group Estate & Retirement Specialist’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-3	Closed	–	–	1109
2024 Q3	$0	Buy	+3	New	+$428	﹤0.01%	1306
2024 Q2	–	Sell	-3	Closed	-$427	–	1321
2024 Q1	$427	Sell	3 -13	-81%	-$1.75K	﹤0.01%	1166
2023 Q4	$2K	Hold	16	–	–	﹤0.01%	1016
2023 Q3	$1.88K	Buy	+16	New	+$1.97K	﹤0.01%	1081
2023 Q1	$1K	Buy	+12	New	+$1.43K	﹤0.01%	1179
2022 Q4	–	Sell	-12	Closed	-$1K	–	989
2022 Q3	$1K	Buy	+12	New	+$1.39K	﹤0.01%	1049

Other funds holding SIZE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SIZE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2024, closing a stake of 3 shares.

Householder Group Estate & Retirement Specialist first reported a position in SIZE in Q3 2022 and held it in 6 quarters. The position peaked at $2K in Q4 2023. 66 funds tracked by Wall St. Rank hold SIZE as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3 iShares MSCI USA Size Factor ETF shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI USA Size Factor ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's iShares MSCI USA Size Factor ETF position peaked at $2K in Q4 2023.
66 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.