MHB
SIZE icon

Midwest Heritage Bank’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Midwest Heritage Bank’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
2023
Q1 		– Sell
-2,024
Closed -$230K – 60
2022
Q4 		$230K Sell
2,024
-216
-10% -$24.5K 0.22% 55
2022
Q3 		$233K Sell
2,240
-548
-20% -$63.7K 0.24% 53
2022
Q2 		$307K Sell
2,788
-254
-8% -$30.5K 0.28% 51
2022
Q1 		$396K Sell
3,042
-119
-4% -$15.4K 0.31% 40
2021
Q4 		$434K Buy
+3,161
New +$425K 0.42% 34

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MPW
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
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LPL Financial
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Midwest Heritage Bank's SIZE Position: Q1 2023 in Review

Midwest Heritage Bank sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2023, closing a stake of 2,024 shares — an estimated $230K sold.

Midwest Heritage Bank first reported a position in SIZE in Q4 2021 and held it in 5 quarters. The position peaked at $434K in Q4 2021. 65 funds tracked by Wall St. Rank hold SIZE as of Q1 2023.

  • Midwest Heritage Bank reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Midwest Heritage Bank sold 2,024 iShares MSCI USA Size Factor ETF shares in Q1 2023, an estimated $230K.
  • Midwest Heritage Bank first reported a position in iShares MSCI USA Size Factor ETF in Q4 2021 and held it in 5 quarters.
  • Midwest Heritage Bank's iShares MSCI USA Size Factor ETF position peaked at $434K in Q4 2021.
  • 65 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2023.

Based on Midwest Heritage Bank's 13F filing for Q1 2023, filed 20 Apr 2023.