SPIA
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Steward Partners Investment Advisory’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Steward Partners Investment Advisory’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
-12,521
Closed -$893K – 2742
2020
Q1 		$893K Buy
+12,521
New +$1.13M 0.03% 411

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CFG
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TWM
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Steward Partners Investment Advisory's SIZE Position: Q2 2020 in Review

Steward Partners Investment Advisory sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 12,521 shares — an estimated $893K sold.

Steward Partners Investment Advisory first reported a position in SIZE in Q1 2020 and held it in 1 quarter. The position peaked at $893K in Q1 2020. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Steward Partners Investment Advisory reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 12,521 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $893K.
  • Steward Partners Investment Advisory first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 1 quarter.
  • Steward Partners Investment Advisory's iShares MSCI USA Size Factor ETF position peaked at $893K in Q1 2020.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2020, filed 6 Aug 2020.