Raymond James Financial Services Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $208K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $221K | Sell |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $297K | Sell |
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|
2021
Q1 | $661K | Buy |
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|
2020
Q4 | $472K | Buy |
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|
2020
Q3 | $365K | Sell |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.71M | Buy |
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|
2019
Q4 | $1.4M | Sell |
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|
2019
Q3 | $1.32M | Sell |
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|
2019
Q2 | $1.33M | Buy |
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|
2019
Q1 | $1.29M | Hold |
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|
2018
Q4 | $1.12M | Buy |
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|
2018
Q3 | $1.19M | Sell |
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|
2018
Q2 | $1.18M | Sell |
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|
2018
Q1 | $5.89M | Buy |
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|
2017
Q4 | $5.93M | Sell |
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|
2017
Q3 | $5.81M | Buy |
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|
2017
Q2 | $5.62M | Sell |
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|
2017
Q1 | $5.78M | Buy |
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|
2016
Q4 | $304K | Buy |
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