Raymond James Financial
SIZE icon

Raymond James Financial’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Raymond James Financial’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 		$868K Buy
5,445
+391
+8% +$64.5K ﹤0.01% 3961
2025
Q4 		$817K Buy
5,054
+2,982
+144% +$480K ﹤0.01% 3916
2025
Q3 		$333K Buy
2,072
+1,097
+113% +$173K ﹤0.01% 4348
2025
Q2 		$151K Buy
+975
New +$142K ﹤0.01% 4654

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 $6.73T AUM 46.02% 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 $36.8B AUM 26.6% 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 $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial's SIZE Position: Q1 2026 in Review

Raymond James Financial increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 7.7% in Q1 2026, buying an estimated $64.5K and bringing the position to 5,445 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #3961.

Raymond James Financial first reported a position in SIZE in Q2 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Raymond James Financial held 5,445 shares of iShares MSCI USA Size Factor ETF worth $868K as of Q1 2026.
  • Raymond James Financial bought 391 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $64.5K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3961 holding.
  • Raymond James Financial first reported a position in iShares MSCI USA Size Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.