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SIZE icon

NewEdge Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

NewEdge Advisors’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 		$708K Buy
4,441
+2,234
+101% +$369K ﹤0.01% 1725
2025
Q4 		$357K Buy
2,207
+13
+0.6% +$2.09K ﹤0.01% 2197
2025
Q3 		$353K Sell
2,194
-164
-7% -$25.9K ﹤0.01% 2058
2025
Q2 		$364K Buy
2,358
+8
+0.3% +$1.17K ﹤0.01% 1894
2025
Q1 		$342K Buy
2,350
+73
+3% +$11K ﹤0.01% 1807
2024
Q4 		$338K Hold
2,277
– – ﹤0.01% 1811
2024
Q3 		$339K Sell
2,277
-70
-3% -$9.98K ﹤0.01% 1729
2024
Q2 		$323K Buy
2,347
+90
+4% +$12.4K ﹤0.01% 1676
2024
Q1 		$321K Hold
2,257
– – ﹤0.01% 1607
2023
Q4 		$298K Sell
2,257
-228
-9% -$27.5K ﹤0.01% 1550
2023
Q3 		$292K Sell
2,485
-50
-2% -$6.16K ﹤0.01% 1443
2023
Q2 		$311K Buy
2,535
+52
+2% +$6.1K ﹤0.01% 1438
2023
Q1 		$282K Sell
2,483
-356
-13% -$42.3K ﹤0.01% 1398
2022
Q4 		$322K Buy
2,839
+286
+11% +$32.4K 0.01% 973
2022
Q3 		$267K Sell
2,553
-158
-6% -$18.4K ﹤0.01% 1261
2022
Q2 		$298K Buy
+2,711
New +$325K ﹤0.01% 1217
2022
Q1 		– Sell
-3,178
Closed -$436K – 1560
2021
Q4 		$436K Buy
+3,178
New +$427K 0.01% 1138
2020
Q2 		– Sell
-31,961
Closed -$2.28M – 933
2020
Q1 		$2.28M Sell
31,961
-24,001
-43% -$2.16M 0.11% 178
2019
Q4 		$5.45M Buy
+55,962
New +$5.23M 0.22% 110

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

NewEdge Advisors's SIZE Position: Q1 2026 in Review

NewEdge Advisors increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 101% in Q1 2026, buying an estimated $369K and bringing the position to 4,441 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

NewEdge Advisors first reported a position in SIZE in Q4 2019 and has held it in 19 quarters since. The position peaked at $5.45M in Q4 2019. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • NewEdge Advisors held 4,441 shares of iShares MSCI USA Size Factor ETF worth $708K as of Q1 2026.
  • NewEdge Advisors bought 2,234 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $369K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1725 holding.
  • NewEdge Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and has held it in 19 quarters since.
  • NewEdge Advisors's iShares MSCI USA Size Factor ETF position peaked at $5.45M in Q4 2019.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.