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 Q2	$11.2K	Hold	63	–	–	﹤0.01%	615
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Matthew Hamilton Rosenberg's SIZE Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q2 2026 at 63 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Matthew Hamilton Rosenberg first reported a position in SIZE in Q2 2024 and has held it in 9 quarters since. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

Matthew Hamilton Rosenberg held 63 shares of iShares MSCI USA Size Factor ETF worth $11.2K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares MSCI USA Size Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Size Factor ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #615 holding.
Matthew Hamilton Rosenberg first reported a position in iShares MSCI USA Size Factor ETF in Q2 2024 and has held it in 9 quarters since.
73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.