SWP
SIZE icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$901K Sell
5,827
-7
-0.1% -$1.08K 0.02% 307
2025
Q1 		$848K Hold
5,834
– – 0.02% 273
2024
Q4 		$866K Buy
+5,834
New +$866K 0.02% 242