MML Investors Services
SIZE icon

MML Investors Services’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

MML Investors Services’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 		$272K Sell
1,708
-197
-10% -$32.5K ﹤0.01% 2626
2025
Q4 		$308K Buy
+1,905
New +$307K ﹤0.01% 2603
2025
Q1 		– Sell
-2,252
Closed -$334K – 2793
2024
Q4 		$334K Sell
2,252
-2,034
-47% -$310K ﹤0.01% 2189
2024
Q3 		$638K Buy
4,286
+1,224
+40% +$174K ﹤0.01% 1715
2024
Q2 		$421K Buy
3,062
+408
+15% +$56.1K ﹤0.01% 1892
2024
Q1 		$378K Buy
+2,654
New +$357K ﹤0.01% 1958
2023
Q3 		– Sell
-2,023
Closed -$248K – 2370
2023
Q2 		$248K Sell
2,023
-72
-3% -$8.44K ﹤0.01% 2042
2023
Q1 		$247K Sell
2,095
-228
-10% -$27.1K ﹤0.01% 1800
2022
Q4 		$264K Sell
2,323
-320
-12% -$36.2K ﹤0.01% 1861
2022
Q3 		$275K Sell
2,643
-98
-4% -$11.4K ﹤0.01% 1737
2022
Q2 		$302K Sell
2,741
-401
-13% -$48.1K ﹤0.01% 1682
2022
Q1 		$410K Sell
3,142
-108
-3% -$13.9K ﹤0.01% 1563
2021
Q4 		$446K Buy
3,250
+61
+2% +$8.2K ﹤0.01% 1483
2021
Q3 		$407K Sell
3,189
-27
-0.8% -$3.55K ﹤0.01% 1466
2021
Q2 		$416K Sell
3,216
-996
-24% -$126K ﹤0.01% 1421
2021
Q1 		$506K Sell
4,212
-13,688
-76% -$1.59M ﹤0.01% 1261
2020
Q4 		$1.99M Sell
17,900
-11,439
-39% -$1.18M 0.02% 598
2020
Q3 		$2.75M Buy
29,339
+2,749
+10% +$256K 0.03% 416
2020
Q2 		$2.33M Sell
26,590
-121,416
-82% -$10M 0.03% 445
2020
Q1 		$10.6M Sell
148,006
-77,079
-34% -$6.93M 0.18% 139
2019
Q4 		$21.9M Buy
225,085
+222,784
+9,682% +$20.8M 0.31% 74
2019
Q3 		$209K Sell
2,301
-687
-23% -$62.2K ﹤0.01% 1382
2019
Q2 		$272K Sell
2,988
-79
-3% -$7.06K ﹤0.01% 1343
2019
Q1 		$270K Sell
3,067
-269
-8% -$22.8K ﹤0.01% 1319
2018
Q4 		$256K Sell
3,336
-200
-6% -$16.5K ﹤0.01% 1242
2018
Q3 		$311K Buy
3,536
+1,145
+48% +$99.9K 0.01% 1255
2018
Q2 		$202K Sell
2,391
-380
-14% -$31.8K ﹤0.01% 1273
2018
Q1 		$230K Sell
2,771
-68
-2% -$5.75K ﹤0.01% 1205
2017
Q4 		$238K Sell
2,839
-390
-12% -$31.9K ﹤0.01% 1222
2017
Q3 		$256K Buy
3,229
+381
+13% +$29.9K 0.01% 1087
2017
Q2 		$221K Buy
+2,848
New +$218K ﹤0.01% 1132

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 $5.72T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 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 $32.7B 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 $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services's SIZE Position: Q1 2026 in Review

MML Investors Services reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 10% in Q1 2026, selling an estimated $32.5K and leaving 1,708 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

MML Investors Services first reported a position in SIZE in Q2 2017 and has held it in 31 quarters since. The position peaked at $21.9M in Q4 2019. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • MML Investors Services held 1,708 shares of iShares MSCI USA Size Factor ETF worth $272K as of Q1 2026.
  • MML Investors Services sold 197 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $32.5K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2626 holding.
  • MML Investors Services first reported a position in iShares MSCI USA Size Factor ETF in Q2 2017 and has held it in 31 quarters since.
  • MML Investors Services's iShares MSCI USA Size Factor ETF position peaked at $21.9M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.