KFGK
SIZE icon

Keystone Financial Group (Kentucky)’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Keystone Financial Group (Kentucky)’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
2026
Q1 		$704K Sell
4,369
-212
-5% -$35K 0.05% 247
2025
Q4 		$740K Buy
4,581
+490
+12% +$78.9K 0.05% 204
2025
Q3 		$658K Sell
4,091
-490
-11% -$77.5K 0.05% 208
2025
Q2 		$708K Buy
4,581
+490
+12% +$71.5K 0.06% 188
2025
Q1 		$595K Sell
4,091
-491
-11% -$73.8K 0.06% 194
2024
Q4 		$682K Buy
4,582
+411
+10% +$62.6K 0.07% 176
2024
Q3 		$621K Buy
+4,171
New +$595K 0.08% 166
2024
Q2 		– Sell
-4,171
Closed -$593K – 279
2024
Q1 		$593K Sell
4,171
-211
-5% -$28.4K 0.09% 154
2023
Q4 		$578K Hold
4,382
– – 0.1% 137
2023
Q3 		$514K Hold
4,382
– – 0.09% 154
2023
Q2 		$538K Buy
+4,382
New +$514K 0.09% 147
2022
Q4 		$498K Hold
4,382
– – 0.1% 148
2022
Q3 		$457K Hold
4,382
– – 0.09% 149
2022
Q2 		$482K Hold
4,382
– – 0.1% 154
2022
Q1 		$571K Hold
4,382
– – 0.1% 147
2021
Q4 		$601K Hold
4,382
– – 0.1% 146
2021
Q3 		$560K Hold
4,382
– – 0.1% 148
2021
Q2 		$567K Hold
4,382
– – 0.1% 150
2021
Q1 		$526K Sell
4,382
-231
-5% -$26.9K 0.1% 149
2020
Q4 		$513K Buy
4,613
+1
+0% +$103 0.11% 138
2020
Q3 		$432K Buy
4,612
+1
+0% +$93 0.11% 141
2020
Q2 		$404K Buy
+4,611
New +$380K 0.11% 139
2020
Q1 		– Sell
-2,519
Closed -$245K – 243
2019
Q4 		$245K Buy
+2,519
New +$235K 0.07% 207

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SIZE Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 4.6% in Q1 2026, selling an estimated $35K and leaving 4,369 shares worth $704K. The position accounts for 0.05% of the portfolio, ranked #247.

Keystone Financial Group (Kentucky) first reported a position in SIZE in Q4 2019 and has held it in 23 quarters since. The position peaked at $740K in Q4 2025. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 4,369 shares of iShares MSCI USA Size Factor ETF worth $704K as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 212 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $35K.
  • iShares MSCI USA Size Factor ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #247 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and has held it in 23 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares MSCI USA Size Factor ETF position peaked at $740K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.