KAS
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Kestra Advisory Services’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Kestra Advisory Services’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
2025
Q4 		– Sell
-2,866
Closed -$461K – 4568
2025
Q3 		$461K Buy
+2,866
New +$453K ﹤0.01% 2122

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Kestra Advisory Services's SIZE Position: Q4 2025 in Review

Kestra Advisory Services sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2025, closing a stake of 2,866 shares — an estimated $461K sold.

Kestra Advisory Services first reported a position in SIZE in Q3 2025 and held it in 1 quarter. The position peaked at $461K in Q3 2025. 72 funds tracked by Wall St. Rank hold SIZE as of Q4 2025.

  • Kestra Advisory Services reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 2,866 iShares MSCI USA Size Factor ETF shares in Q4 2025, an estimated $461K.
  • Kestra Advisory Services first reported a position in iShares MSCI USA Size Factor ETF in Q3 2025 and held it in 1 quarter.
  • Kestra Advisory Services's iShares MSCI USA Size Factor ETF position peaked at $461K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2025.

Based on Kestra Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.