IAA
SIZE icon

Independent Advisor Alliance’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-5,866
Closed -$571K – 789
2019
Q4 		$571K Buy
+5,866
New +$548K 0.02% 503

Other funds holding SIZE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Independent Advisor Alliance sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2020, closing a stake of 5,866 shares — an estimated $571K sold.

Independent Advisor Alliance first reported a position in SIZE in Q4 2019 and held it in 1 quarter. The position peaked at $571K in Q4 2019. 143 funds tracked by Wall St. Rank hold SIZE as of Q1 2020.

  • Independent Advisor Alliance reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,866 iShares MSCI USA Size Factor ETF shares in Q1 2020, an estimated $571K.
  • Independent Advisor Alliance first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares MSCI USA Size Factor ETF position peaked at $571K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2020.

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