Smartleaf Asset Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Smartleaf Asset Management’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 Q3	$11K	Buy	+63	New	+$11.4K	﹤0.01%	2392

Other funds holding SIZE

James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Smartleaf Asset Management's SIZE Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in iShares MSCI USA Size Factor ETF (SIZE) in Q3 2026: 63 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #2392 among its holdings.

57 funds tracked by Wall St. Rank hold SIZE as of Q3 2026.

Smartleaf Asset Management held 63 shares of iShares MSCI USA Size Factor ETF worth $11K as of Q3 2026.
iShares MSCI USA Size Factor ETF was a new Smartleaf Asset Management position in Q3 2026.
iShares MSCI USA Size Factor ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2392 holding.
57 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.