IAA
OSIZ

Independent Advisor Alliance’s Invesco Russell 1000 Size Factor ETF OSIZ Stock Holding History

Independent Advisor Alliance’s Portfolio OSIZ Stock Details OSIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,314
Closed -$367K – 937
2019
Q4 		$367K Buy
+12,314
New +$352K 0.02% 622

Independent Advisor Alliance's OSIZ Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Invesco Russell 1000 Size Factor ETF (OSIZ) in Q1 2020, closing a stake of 12,314 shares — an estimated $367K sold.

Independent Advisor Alliance first reported a position in OSIZ in Q4 2019 and held it in 1 quarter. The position peaked at $367K in Q4 2019. 0 funds tracked by Wall St. Rank hold OSIZ as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Invesco Russell 1000 Size Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,314 Invesco Russell 1000 Size Factor ETF shares in Q1 2020, an estimated $367K.
  • Independent Advisor Alliance first reported a position in Invesco Russell 1000 Size Factor ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco Russell 1000 Size Factor ETF position peaked at $367K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco Russell 1000 Size Factor ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.