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 Q3	$11K	Hold	63	–	–	﹤0.01%	621
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	$9.7K	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

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Matthew Hamilton Rosenberg's SIZE Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q3 2026 at 63 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Matthew Hamilton Rosenberg first reported a position in SIZE in Q2 2024 and has held it in 10 quarters since. The position peaked at $11.2K in Q2 2026. 6 funds tracked by Wall St. Rank hold SIZE as of Q3 2026.

Matthew Hamilton Rosenberg held 63 shares of iShares MSCI USA Size Factor ETF worth $11K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares MSCI USA Size Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Size Factor ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #621 holding.
Matthew Hamilton Rosenberg first reported a position in iShares MSCI USA Size Factor ETF in Q2 2024 and has held it in 10 quarters since.
Matthew Hamilton Rosenberg's iShares MSCI USA Size Factor ETF position peaked at $11.2K in Q2 2026.
6 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.