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

Physician Wealth 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 Q3	$9.7K	Hold	56	–	–	﹤0.01%	903
2026 Q2	$9.9K	Hold	56	–	–	﹤0.01%	875
2026 Q1	$8.85K	Buy	56 +1	+2%	+$165	﹤0.01%	834
2025 Q4	$8.94K	Hold	55	–	–	﹤0.01%	810
2025 Q3	$8.86K	Hold	55	–	–	﹤0.01%	775
2025 Q2	$8.49K	Hold	55	–	–	﹤0.01%	672
2025 Q1	$7.96K	Hold	55	–	–	﹤0.01%	650
2024 Q4	$8.11K	Buy	+55	New	+$8.37K	﹤0.01%	657
2020 Q1	–	Sell	-17,017	Closed	-$1.68M	–	119
2019 Q4	$1.68M	Buy	17,017 +7,882	+86%	+$737K	0.75%	28
2019 Q3	$871K	Buy	+9,135	New	+$828K	0.43%	38

Other funds holding SIZE

James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 26.69% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Physician Wealth Advisors's SIZE Position: Q3 2026 in Review

Physician Wealth Advisors held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q3 2026 at 56 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Physician Wealth Advisors first reported a position in SIZE in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.68M in Q4 2019. 17 funds tracked by Wall St. Rank hold SIZE as of Q3 2026.

Physician Wealth Advisors held 56 shares of iShares MSCI USA Size Factor ETF worth $9.7K as of Q3 2026.
Physician Wealth Advisors left its iShares MSCI USA Size Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Size Factor ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #903 holding.
Physician Wealth Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q3 2019 and has held it in 10 quarters since.
Physician Wealth Advisors's iShares MSCI USA Size Factor ETF position peaked at $1.68M in Q4 2019.
17 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.