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Matthew Hamilton Rosenberg’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Matthew Hamilton Rosenberg’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 		$10K Hold
63
– – ﹤0.01% 611
2025
Q4 		$10.2K Hold
63
– – ﹤0.01% 626
2025
Q3 		$10.1K Hold
63
– – ﹤0.01% 630
2025
Q2 		$9.74K Hold
63
– – ﹤0.01% 657
2025
Q1 		$9.16K Hold
63
– – ﹤0.01% 647
2024
Q4 		$9.36K Hold
63
– – ﹤0.01% 633
2024
Q3 		$9.37K Hold
63
– – ﹤0.01% 630
2024
Q2 		$8.59K Buy
+63
New +$8.66K ﹤0.01% 610

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 $5.7T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $116M AUM 12.43% 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 $25.5B 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 $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return