Physician Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$8.11K | ﹤0.01% | 657 |
|
|
2020
Q1 | – | Sell |
-17,017
| Closed | -$1.68M | – | 119 |
|
|
2019
Q4 | $1.68M | Buy |
17,017
+7,882
| +86% | +$776K | 0.75% | 28 |
|
|
2019
Q3 | $871K | Buy |
+9,135
| New | +$871K | 0.43% | 38 |
|