SPC
SIZE icon

Sigma Planning Corp’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Sigma Planning Corp’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
2020
Q2 		– Sell
-5,216
Closed -$372K – 1099
2020
Q1 		$372K Buy
+5,216
New +$469K 0.02% 578

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Sigma Planning Corp's SIZE Position: Q2 2020 in Review

Sigma Planning Corp sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 5,216 shares — an estimated $372K sold.

Sigma Planning Corp first reported a position in SIZE in Q1 2020 and held it in 1 quarter. The position peaked at $372K in Q1 2020. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Sigma Planning Corp reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 5,216 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $372K.
  • Sigma Planning Corp first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 1 quarter.
  • Sigma Planning Corp's iShares MSCI USA Size Factor ETF position peaked at $372K in Q1 2020.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Sigma Planning Corp's 13F filing for Q2 2020, filed 31 Jul 2020.