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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
Q2 		$814K Buy
4,564
+123
+3% +$21.1K ﹤0.01% 1790
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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
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
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Advisors's SIZE Position: Q2 2026 in Review

NewEdge Advisors increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 2.8% in Q2 2026, buying an estimated $21.1K and bringing the position to 4,564 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

NewEdge Advisors first reported a position in SIZE in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.45M in Q4 2019. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • NewEdge Advisors held 4,564 shares of iShares MSCI USA Size Factor ETF worth $814K as of Q2 2026.
  • NewEdge Advisors bought 123 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $21.1K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1790 holding.
  • NewEdge Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and has held it in 20 quarters since.
  • NewEdge Advisors's iShares MSCI USA Size Factor ETF position peaked at $5.45M in Q4 2019.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.