Sagespring Wealth Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Sagespring Wealth Partners’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 Q2	$1.04M	Hold	5,827	–	–	0.02%	343
2026 Q1	$929K	Hold	5,827	–	–	0.02%	339
2025 Q4	$941K	Hold	5,827	–	–	0.02%	320
2025 Q3	$937K	Hold	5,827	–	–	0.02%	311
2025 Q2	$901K	Sell	5,827 -7	-0.1%	-$1.02K	0.02%	307
2025 Q1	$848K	Hold	5,834	–	–	0.02%	273
2024 Q4	$866K	Buy	+5,834	New	+$888K	0.02%	242

Other funds holding SIZE

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sagespring Wealth Partners's SIZE Position: Q2 2026 in Review

Sagespring Wealth Partners held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q2 2026 at 5,827 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #343.

Sagespring Wealth Partners first reported a position in SIZE in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

Sagespring Wealth Partners held 5,827 shares of iShares MSCI USA Size Factor ETF worth $1.04M as of Q2 2026.
Sagespring Wealth Partners left its iShares MSCI USA Size Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Size Factor ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #343 holding.
Sagespring Wealth Partners first reported a position in iShares MSCI USA Size Factor ETF in Q4 2024 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.