Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $111K | Hold |
947
| – | – | 0.01% | 376 |
|
|
2023
Q2 | $116K | Hold |
947
| – | – | 0.01% | 381 |
|
|
2023
Q1 | $112K | Buy |
+947
| New | +$112K | 0.01% | 390 |
|
|
2020
Q2 | – | Sell |
-38,911
| Closed | -$2.78M | – | 266 |
|
|
2020
Q1 | $2.78M | Sell |
38,911
-23,734
| -38% | -$1.69M | 1.1% | 18 |
|
|
2019
Q4 | $6.1M | Buy |
+62,645
| New | +$6.1M | 1.93% | 13 |
|