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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 New York $56.4B AUM 24.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Physician Wealth Advisors's SIZE Position: Q1 2026 in Review

Physician Wealth Advisors increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 1.8% in Q1 2026, buying an estimated $165 and bringing the position to 56 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Physician Wealth Advisors first reported a position in SIZE in Q3 2019 and has held it in 8 quarters since. The position peaked at $1.68M in Q4 2019. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

Physician Wealth Advisors held 56 shares of iShares MSCI USA Size Factor ETF worth $8.85K as of Q1 2026.
Physician Wealth Advisors bought 1 iShares MSCI USA Size Factor ETF share in Q1 2026, an estimated $165.
iShares MSCI USA Size Factor ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #834 holding.
Physician Wealth Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q3 2019 and has held it in 8 quarters since.
Physician Wealth Advisors's iShares MSCI USA Size Factor ETF position peaked at $1.68M in Q4 2019.
71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.