Russell Investments Group
SIZE icon

Russell Investments Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Russell Investments Group’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 		– Sell
-4
Closed -$646 – 4311
2025
Q4 		$646 Hold
4
– – ﹤0.01% 4073
2025
Q3 		$643 Hold
4
– – ﹤0.01% 4070
2025
Q2 		$618 Buy
+4
New +$583 ﹤0.01% 3725

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

Russell Investments Group's SIZE Position: Q1 2026 in Review

Russell Investments Group sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2026, closing a stake of 4 shares — an estimated $646 sold.

Russell Investments Group first reported a position in SIZE in Q2 2025 and held it in 3 quarters. The position peaked at $646 in Q4 2025. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Russell Investments Group reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Russell Investments Group sold 4 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $646.
  • Russell Investments Group first reported a position in iShares MSCI USA Size Factor ETF in Q2 2025 and held it in 3 quarters.
  • Russell Investments Group's iShares MSCI USA Size Factor ETF position peaked at $646 in Q4 2025.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.