IA
SIZE icon

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

IFP 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
2023
Q4 		– Sell
-103
Closed -$12.1K – 3304
2023
Q3 		$12.1K Hold
103
– – ﹤0.01% 2172
2023
Q2 		$12.6K Hold
103
– – ﹤0.01% 2210
2023
Q1 		$8.66K Sell
103
-402
-80% -$47.7K ﹤0.01% 2355
2022
Q4 		$42K Buy
505
+39
+8% +$4.42K ﹤0.01% 2361
2022
Q3 		$40K Hold
466
– – ﹤0.01% 2550
2022
Q2 		$40K Hold
466
– – ﹤0.01% 2321
2022
Q1 		$40K Buy
466
+363
+352% +$46.9K ﹤0.01% 2321
2021
Q4 		$14K Hold
103
– – ﹤0.01% 2099
2021
Q3 		$14K Hold
103
– – ﹤0.01% 2146
2021
Q2 		$14K Sell
103
-7
-6% -$883 ﹤0.01% 2093
2021
Q1 		$13K Sell
110
-559
-84% -$65.1K ﹤0.01% 2036
2020
Q4 		$74K Sell
669
-506
-43% -$52.3K ﹤0.01% 1281
2020
Q3 		$111K Buy
1,175
+1,001
+575% +$93.1K 0.01% 948
2020
Q2 		$15K Sell
174
-183
-51% -$15.1K ﹤0.01% 1678
2020
Q1 		$26K Buy
357
+65
+22% +$5.84K ﹤0.01% 1390
2019
Q4 		$29K Buy
+292
New +$27.3K ﹤0.01% 1470
2017
Q1 		– Sell
-125
Closed -$9K – 4117
2016
Q4 		$9K Hold
125
– – ﹤0.01% 2984
2016
Q3 		$9K Hold
125
– – ﹤0.01% 2910
2016
Q2 		$9K Buy
+125
New +$8.38K ﹤0.01% 2812
2016
Q1 		– Sell
-125
Closed -$8K – 3281
2015
Q4 		$8K Buy
+125
New +$8.13K ﹤0.01% 2707

Other funds holding SIZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFP Advisors's SIZE Position: Q4 2023 in Review

IFP Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2023, closing a stake of 103 shares — an estimated $12.1K sold.

IFP Advisors first reported a position in SIZE in Q4 2015 and held it in 20 quarters. The position peaked at $111K in Q3 2020. 64 funds tracked by Wall St. Rank hold SIZE as of Q4 2023.

  • IFP Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 103 iShares MSCI USA Size Factor ETF shares in Q4 2023, an estimated $12.1K.
  • IFP Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's iShares MSCI USA Size Factor ETF position peaked at $111K in Q3 2020.
  • 64 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.