Lido Advisors
SIZE icon

Lido Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Lido Advisors’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
Q2 		$19.4M Buy
109,018
+5,328
+5% +$914K 0.05% 233
2026
Q1 		$16.5M Sell
103,690
-6,224
-6% -$1.03M 0.05% 231
2025
Q4 		$17.7M Buy
109,914
+2
+0% +$322 0.05% 230
2025
Q3 		$17.7M Buy
109,912
+95,096
+642% +$15M 0.06% 217
2025
Q2 		$2.29M Sell
14,816
-4,215
-22% -$615K 0.01% 552
2025
Q1 		$2.77M Buy
19,031
+1,704
+10% +$256K 0.01% 470
2024
Q4 		$2.57M Sell
17,327
-2,410
-12% -$367K 0.01% 465
2024
Q3 		$2.94M Sell
19,737
-11,203
-36% -$1.6M 0.01% 392
2024
Q2 		$4.26M Buy
30,940
+1,355
+5% +$186K 0.02% 312
2024
Q1 		$4.21M Buy
29,585
+3,903
+15% +$525K 0.02% 308
2023
Q4 		$3.39M Sell
25,682
-4,247
-14% -$512K 0.02% 317
2023
Q3 		$3.51M Sell
29,929
-15,648
-34% -$1.93M 0.03% 292
2023
Q2 		$5.59M Buy
45,577
+4,048
+10% +$475K 0.04% 206
2023
Q1 		$4.89M Buy
41,529
+193
+0.5% +$22.9K 0.05% 213
2022
Q4 		$4.7M Sell
41,336
-3,932
-9% -$445K 0.06% 176
2022
Q3 		$5.14M Sell
45,268
-2,962
-6% -$344K 0.06% 145
2022
Q2 		$5.31M Sell
48,230
-961
-2% -$115K 0.07% 131
2022
Q1 		$6.41M Sell
49,191
-8,722
-15% -$1.13M 0.07% 128
2021
Q4 		$7.96M Buy
57,913
+2,031
+4% +$273K 0.09% 119
2021
Q3 		$7.21M Buy
55,882
+10,067
+22% +$1.32M 0.1% 113
2021
Q2 		$5.93M Buy
45,815
+3,042
+7% +$384K 0.08% 133
2021
Q1 		$5.14M Buy
42,773
+21,384
+100% +$2.49M 0.09% 132
2020
Q4 		$2.38M Buy
21,389
+11,258
+111% +$1.16M 0.05% 193
2020
Q3 		$950K Buy
10,131
+4,657
+85% +$433K 0.02% 264
2020
Q2 		$480K Buy
5,474
+2,268
+71% +$187K 0.01% 355
2020
Q1 		$229K Buy
+3,206
New +$288K 0.01% 484

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors's SIZE Position: Q2 2026 in Review

Lido Advisors increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 5.1% in Q2 2026, buying an estimated $914K and bringing the position to 109,018 shares worth $19.4M. The position accounts for 0.05% of the portfolio, ranked #233.

Lido Advisors first reported a position in SIZE in Q1 2020 and has held it in 26 quarters since. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Lido Advisors held 109,018 shares of iShares MSCI USA Size Factor ETF worth $19.4M as of Q2 2026.
  • Lido Advisors bought 5,328 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $914K.
  • iShares MSCI USA Size Factor ETF made up 0.05% of Lido Advisors's portfolio in Q2 2026, its #233 holding.
  • Lido Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.