LPL Financial
SIZE icon

LPL Financial’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

LPL Financial’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 		$5.83M Buy
36,567
+1,199
+3% +$198K ﹤0.01% 2493
2025
Q4 		$5.71M Sell
35,368
-13,662
-28% -$2.2M ﹤0.01% 2418
2025
Q3 		$7.88M Buy
49,030
+31,139
+174% +$4.92M ﹤0.01% 2091
2025
Q2 		$2.76M Buy
17,891
+485
+3% +$70.7K ﹤0.01% 2817
2025
Q1 		$2.53M Sell
17,406
-516
-3% -$77.6K ﹤0.01% 2739
2024
Q4 		$2.66M Sell
17,922
-2,281
-11% -$347K ﹤0.01% 2608
2024
Q3 		$3.01M Sell
20,203
-1,600
-7% -$228K ﹤0.01% 2372
2024
Q2 		$3M Sell
21,803
-527
-2% -$72.5K ﹤0.01% 2262
2024
Q1 		$3.18M Sell
22,330
-1,263
-5% -$170K ﹤0.01% 2141
2023
Q4 		$3.11M Sell
23,593
-692
-3% -$83.5K ﹤0.01% 2051
2023
Q3 		$2.85M Sell
24,285
-9,573
-28% -$1.18M ﹤0.01% 2005
2023
Q2 		$4.16M Sell
33,858
-3,653
-10% -$428K ﹤0.01% 1688
2023
Q1 		$4.42M Sell
37,511
-2,265
-6% -$269K ﹤0.01% 1591
2022
Q4 		$4.52M Sell
39,776
-2,170
-5% -$246K ﹤0.01% 1527
2022
Q3 		$4.37M Sell
41,946
-1,162
-3% -$135K ﹤0.01% 1470
2022
Q2 		$4.74M Sell
43,108
-1,747
-4% -$210K ﹤0.01% 1446
2022
Q1 		$5.85M Buy
44,855
+5,497
+14% +$709K 0.01% 1343
2021
Q4 		$5.4M Sell
39,358
-173
-0.4% -$23.3K ﹤0.01% 1411
2021
Q3 		$5.05M Sell
39,531
-578
-1% -$75.9K ﹤0.01% 1383
2021
Q2 		$5.19M Buy
40,109
+6,338
+19% +$800K 0.01% 1322
2021
Q1 		$4.05M Buy
33,771
+7,371
+28% +$859K ﹤0.01% 1365
2020
Q4 		$2.94M Sell
26,400
-113
-0.4% -$11.7K ﹤0.01% 1426
2020
Q3 		$2.49M Sell
26,513
-6,254
-19% -$582K ﹤0.01% 1338
2020
Q2 		$2.87M Sell
32,767
-510,837
-94% -$42.1M 0.01% 1161
2020
Q1 		$38.8M Sell
543,604
-278,662
-34% -$25.1M 0.08% 213
2019
Q4 		$80.1M Buy
822,266
+810,762
+7,048% +$75.8M 0.15% 133
2019
Q3 		$1.04M Sell
11,504
-300
-3% -$27.2K ﹤0.01% 1706
2019
Q2 		$1.07M Sell
11,804
-196
-2% -$17.5K ﹤0.01% 1673
2019
Q1 		$1.06M Sell
12,000
-17
-0.1% -$1.44K ﹤0.01% 1616
2018
Q4 		$921K Sell
12,017
-714
-6% -$59K ﹤0.01% 1591
2018
Q3 		$1.12M Sell
12,731
-898
-7% -$78.3K ﹤0.01% 1590
2018
Q2 		$1.15M Buy
13,629
+447
+3% +$37.4K ﹤0.01% 1528
2018
Q1 		$1.09M Sell
13,182
-323
-2% -$27.3K ﹤0.01% 1533
2017
Q4 		$1.13M Buy
13,505
+1,319
+11% +$108K ﹤0.01% 1439
2017
Q3 		$967K Sell
12,186
-19
-0.2% -$1.49K ﹤0.01% 1458
2017
Q2 		$948K Sell
12,205
-478
-4% -$36.7K ﹤0.01% 1408
2017
Q1 		$953K Buy
12,683
+876
+7% +$65.2K 0.01% 1295
2016
Q4 		$849K Buy
+11,807
New +$828K 0.01% 1331

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

LPL Financial's SIZE Position: Q1 2026 in Review

LPL Financial increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 3.4% in Q1 2026, buying an estimated $198K and bringing the position to 36,567 shares worth $5.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

LPL Financial first reported a position in SIZE in Q4 2016 and has held it in 38 quarters since. The position peaked at $80.1M in Q4 2019. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • LPL Financial held 36,567 shares of iShares MSCI USA Size Factor ETF worth $5.83M as of Q1 2026.
  • LPL Financial bought 1,199 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $198K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2493 holding.
  • LPL Financial first reported a position in iShares MSCI USA Size Factor ETF in Q4 2016 and has held it in 38 quarters since.
  • LPL Financial's iShares MSCI USA Size Factor ETF position peaked at $80.1M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.