SFS
SIZE icon

Sowell Financial Services’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,621
Closed -$204K – 2353
2021
Q1 		$204K Sell
1,621
-47
-3% -$5.48K 0.01% 1041
2020
Q4 		$185K Sell
1,668
-201
-11% -$20.8K 0.01% 884
2020
Q3 		$175K Sell
1,869
-5,387
-74% -$501K 0.01% 777
2020
Q2 		$636K Sell
7,256
-2,783
-28% -$229K 0.04% 388
2020
Q1 		$717K Buy
10,039
+4,349
+76% +$391K 0.05% 312
2019
Q4 		$554K Buy
5,690
+5,640
+11,280% +$527K 0.04% 423
2019
Q3 		$5K Buy
+50
New +$4.53K ﹤0.01% 1776

Other funds holding SIZE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return