LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
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|
2025
Q1 | $2.53M | Sell |
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|
2024
Q4 | $2.66M | Sell |
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|
2024
Q3 | $3.01M | Sell |
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|
2024
Q2 | $3M | Sell |
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|
2024
Q1 | $3.18M | Sell |
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|
2023
Q4 | $3.11M | Sell |
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|
2023
Q3 | $2.85M | Sell |
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|
2023
Q2 | $4.16M | Sell |
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|
2023
Q1 | $4.42M | Sell |
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|
2022
Q4 | $4.52M | Sell |
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|
2022
Q3 | $4.37M | Sell |
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|
2022
Q2 | $4.74M | Sell |
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|
2022
Q1 | $5.85M | Buy |
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|
2021
Q4 | $5.4M | Sell |
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|
2021
Q3 | $5.05M | Sell |
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|
2021
Q2 | $5.19M | Buy |
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|
2021
Q1 | $4.05M | Buy |
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|
2020
Q4 | $2.94M | Sell |
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|
2020
Q3 | $2.49M | Sell |
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|
2020
Q2 | $2.87M | Sell |
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|
2020
Q1 | $38.8M | Sell |
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|
2019
Q4 | $80.1M | Buy |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.07M | Sell |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $921K | Sell |
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|
2018
Q3 | $1.12M | Sell |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $1.09M | Sell |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $967K | Sell |
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|
2017
Q2 | $948K | Sell |
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|
2017
Q1 | $953K | Buy |
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|
2016
Q4 | $849K | Buy |
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