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

Parallel 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 		$936K Sell
5,868
-220
-4% -$36.3K 0.02% 501
2025
Q4 		$984K Sell
6,088
-193
-3% -$31.1K 0.02% 450
2025
Q3 		$1.01M Hold
6,281
– – 0.02% 430
2025
Q2 		$971K Sell
6,281
-960
-13% -$140K 0.02% 427
2025
Q1 		$1.05M Sell
7,241
-692
-9% -$104K 0.02% 388
2024
Q4 		$1.18M Sell
7,933
-449
-5% -$68.4K 0.03% 356
2024
Q3 		$1.25M Sell
8,382
-214
-2% -$30.5K 0.03% 337
2024
Q2 		$1.18M Sell
8,596
-622
-7% -$85.5K 0.03% 330
2024
Q1 		$1.31M Sell
9,218
-40
-0.4% -$5.38K 0.04% 300
2023
Q4 		$1.22M Sell
9,258
-1,423
-13% -$172K 0.04% 299
2023
Q3 		$1.25M Sell
10,681
-544
-5% -$67K 0.04% 273
2023
Q2 		$1.38M Sell
11,225
-100
-0.9% -$11.7K 0.04% 265
2023
Q1 		$1.33M Sell
11,325
-1,681
-13% -$200K 0.05% 258
2022
Q4 		$1.48M Sell
13,006
-1,005
-7% -$114K 0.06% 200
2022
Q3 		$1.46M Sell
14,011
-197
-1% -$22.9K 0.07% 187
2022
Q2 		$1.56M Sell
14,208
-1,150
-7% -$138K 0.07% 169
2022
Q1 		$2.03M Sell
15,358
-1,974
-11% -$255K 0.08% 164
2021
Q4 		$2.38M Sell
17,332
-396
-2% -$53.3K 0.09% 151
2021
Q3 		$2.26M Sell
17,728
-2,253
-11% -$296K 0.09% 155
2021
Q2 		$2.59M Sell
19,981
-1,115
-5% -$141K 0.11% 139
2021
Q1 		$2.53M Sell
21,096
-758
-3% -$88.3K 0.12% 129
2020
Q4 		$2.43M Sell
21,854
-2,551
-10% -$264K 0.13% 121
2020
Q3 		$2.29M Sell
24,405
-5,599
-19% -$521K 0.14% 115
2020
Q2 		$2.63M Sell
30,004
-128,850
-81% -$10.6M 0.17% 93
2020
Q1 		$11.3M Buy
158,854
+43,311
+37% +$3.89M 0.92% 17
2019
Q4 		$11.3M Buy
+115,543
New +$10.8M 0.84% 23

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

Parallel Advisors's SIZE Position: Q1 2026 in Review

Parallel Advisors reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 3.6% in Q1 2026, selling an estimated $36.3K and leaving 5,868 shares worth $936K. The position accounts for 0.02% of the portfolio, ranked #501.

Parallel Advisors first reported a position in SIZE in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.3M in Q1 2020. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Parallel Advisors held 5,868 shares of iShares MSCI USA Size Factor ETF worth $936K as of Q1 2026.
  • Parallel Advisors sold 220 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $36.3K.
  • iShares MSCI USA Size Factor ETF made up 0.02% of Parallel Advisors's portfolio in Q1 2026, its #501 holding.
  • Parallel Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and has held it in 26 quarters since.
  • Parallel Advisors's iShares MSCI USA Size Factor ETF position peaked at $11.3M in Q1 2020.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.