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Stonebridge Financial Group (Pennsylvania)’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-50
Closed -$7.27K – 825
2025
Q1 		$7.27K Hold
50
– – ﹤0.01% 645
2024
Q4 		$7.42K Buy
+50
New +$7.61K ﹤0.01% 628

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Stonebridge Financial Group (Pennsylvania)'s SIZE Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2025, closing a stake of 50 shares — an estimated $7.27K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SIZE in Q4 2024 and held it in 2 quarters. The position peaked at $7.42K in Q4 2024. 67 funds tracked by Wall St. Rank hold SIZE as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 50 iShares MSCI USA Size Factor ETF shares in Q2 2025, an estimated $7.27K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares MSCI USA Size Factor ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares MSCI USA Size Factor ETF position peaked at $7.42K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.