SPAS
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Spectrum Planning & Advisory Services’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Spectrum Planning & Advisory 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
Q1 		– Sell
-7,299
Closed -$811K – 50
2020
Q4 		$811K Buy
+7,299
New +$755K 0.87% 27

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Spectrum Planning & Advisory Services's SIZE Position: Q1 2021 in Review

Spectrum Planning & Advisory Services sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2021, closing a stake of 7,299 shares — an estimated $811K sold.

Spectrum Planning & Advisory Services first reported a position in SIZE in Q4 2020 and held it in 1 quarter. The position peaked at $811K in Q4 2020. 83 funds tracked by Wall St. Rank hold SIZE as of Q1 2021.

  • Spectrum Planning & Advisory Services reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 7,299 iShares MSCI USA Size Factor ETF shares in Q1 2021, an estimated $811K.
  • Spectrum Planning & Advisory Services first reported a position in iShares MSCI USA Size Factor ETF in Q4 2020 and held it in 1 quarter.
  • Spectrum Planning & Advisory Services's iShares MSCI USA Size Factor ETF position peaked at $811K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2021.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2021, filed 27 Apr 2021.