Simplicity Solutions’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-21,691
| Closed | -$1.9M | – | 939 |
|
|
2020
Q2 | $1.9M | Buy |
21,691
+9,921
| +84% | +$869K | 0.04% | 318 |
|
|
2020
Q1 | $840K | Sell |
11,770
-8,084
| -41% | -$577K | 0.03% | 384 |
|
|
2019
Q4 | $1.93M | Buy |
19,854
+16,127
| +433% | +$1.57M | 0.06% | 248 |
|
|
2019
Q3 | $338K | Buy |
+3,727
| New | +$338K | 0.01% | 503 |
|