SHIM
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Stone House Investment Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Stone House Investment 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
2020
Q2 		– Sell
-35,676
Closed -$2.55M – 39
2020
Q1 		$2.55M Sell
35,676
-8,639
-19% -$777K 1.49% 17
2019
Q4 		$4.32M Buy
+44,315
New +$4.14M 3.15% 11

Other funds holding SIZE

BlackRock
BlackRock New York $5.72T 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
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Stone House Investment Management's SIZE Position: Q2 2020 in Review

Stone House Investment Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 35,676 shares — an estimated $2.55M sold.

Stone House Investment Management first reported a position in SIZE in Q4 2019 and held it in 2 quarters. The position peaked at $4.32M in Q4 2019. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Stone House Investment Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Stone House Investment Management sold 35,676 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $2.55M.
  • Stone House Investment Management first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 2 quarters.
  • Stone House Investment Management's iShares MSCI USA Size Factor ETF position peaked at $4.32M in Q4 2019.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Stone House Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.