Icon Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Hold |
842
| – | – | 0.01% | 453 |
|
|
2025
Q1 | $122K | Sell |
842
-105
| -11% | -$15.3K | 0.01% | 444 |
|
|
2024
Q4 | $141K | Hold |
947
| – | – | 0.01% | 442 |
|
|
2024
Q3 | $141K | Hold |
947
| – | – | 0.01% | 421 |
|
|
2024
Q2 | $136K | Hold |
947
| – | – | 0.01% | 383 |
|
|
2024
Q1 | $135K | Hold |
947
| – | – | 0.01% | 409 |
|
|
2023
Q4 | $125K | Buy |
+947
| New | +$125K | 0.01% | 396 |
|