PWPS
SIZE icon

Pinnacle Wealth Planning Services’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Pinnacle Wealth Planning Services’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 		$40.2K Hold
252
– – ﹤0.01% 1322
2025
Q4 		$40.7K Buy
+252
New +$40.6K ﹤0.01% 1345

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

Pinnacle Wealth Planning Services's SIZE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q1 2026 at 252 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Pinnacle Wealth Planning Services first reported a position in SIZE in Q4 2025 and has held it in 2 quarters since. The position peaked at $40.7K in Q4 2025. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 252 shares of iShares MSCI USA Size Factor ETF worth $40.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its iShares MSCI USA Size Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1322 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares MSCI USA Size Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's iShares MSCI USA Size Factor ETF position peaked at $40.7K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.