IWA
SIZE icon

Icon Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Icon Wealth Advisors’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
2025
Q4 		– Sell
-842
Closed -$135K – 501
2025
Q3 		$135K Hold
842
– – 0.01% 445
2025
Q2 		$130K Hold
842
– – 0.01% 453
2025
Q1 		$122K Sell
842
-105
-11% -$15.8K 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 +$114K 0.01% 396

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Icon Wealth Advisors's SIZE Position: Q4 2025 in Review

Icon Wealth Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2025, closing a stake of 842 shares — an estimated $135K sold.

Icon Wealth Advisors first reported a position in SIZE in Q4 2023 and held it in 8 quarters. The position peaked at $141K in Q3 2024. 72 funds tracked by Wall St. Rank hold SIZE as of Q4 2025.

  • Icon Wealth Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 842 iShares MSCI USA Size Factor ETF shares in Q4 2025, an estimated $135K.
  • Icon Wealth Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2023 and held it in 8 quarters.
  • Icon Wealth Advisors's iShares MSCI USA Size Factor ETF position peaked at $141K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.