Level Four Advisory Services’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
2021
Q2
Sell
-2,018
Closed -$242K 676
2021
Q1
$242K Buy
2,018
+59
+3% +$6.87K 0.02% 559
2020
Q4
$218K Buy
+1,959
New +$203K 0.02% 541

Other funds holding SIZE

Level Four Advisory Services's SIZE Position: Q2 2021 in Review

Level Four Advisory Services sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2021, closing a stake of 2,018 shares — an estimated $242K sold.

Level Four Advisory Services first reported a position in SIZE in Q4 2020 and held it in 2 quarters. The position peaked at $242K in Q1 2021. 78 funds tracked by Wall St. Rank hold SIZE as of Q2 2021.

  • Level Four Advisory Services reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Level Four Advisory Services sold 2,018 iShares MSCI USA Size Factor ETF shares in Q2 2021, an estimated $242K.
  • Level Four Advisory Services first reported a position in iShares MSCI USA Size Factor ETF in Q4 2020 and held it in 2 quarters.
  • Level Four Advisory Services's iShares MSCI USA Size Factor ETF position peaked at $242K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2021.

Based on Level Four Advisory Services's 13F filing for Q2 2021, filed 9 Aug 2021.