J.W. Cole Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$247K Sell
2025
Q4
$253K Buy
2025
Q3
$244K Buy
2025
Q2
$234K Buy
2025
Q1
$210K Buy