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Strategic Blueprint’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Strategic Blueprint’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
2026
Q2 		$648K Hold
3,637
– – 0.03% 398
2026
Q1 		$580K Sell
3,637
-133
-4% -$21.9K 0.03% 387
2025
Q4 		$609K Sell
3,770
-277
-7% -$44.6K 0.04% 371
2025
Q3 		$651K Sell
4,047
-5
-0.1% -$791 0.03% 425
2025
Q2 		$626K Sell
4,052
-89
-2% -$13K 0.03% 394
2025
Q1 		$602K Sell
4,141
-132
-3% -$19.9K 0.03% 396
2024
Q4 		$635K Sell
4,273
-2
-0% -$305 0.04% 361
2024
Q3 		$636K Hold
4,275
– – 0.04% 345
2024
Q2 		$588K Sell
4,275
-438
-9% -$60.2K 0.04% 344
2024
Q1 		$671K Sell
4,713
-441
-9% -$59.3K 0.05% 326
2023
Q4 		$680K Sell
5,154
-579
-10% -$69.9K 0.06% 297
2023
Q3 		$673K Sell
5,733
-309
-5% -$38.1K 0.06% 283
2023
Q2 		$742K Sell
6,042
-1,398
-19% -$164K 0.07% 242
2023
Q1 		$877K Sell
7,440
-397
-5% -$47.2K 0.09% 212
2022
Q4 		$891K Sell
7,837
-752
-9% -$85.1K 0.1% 202
2022
Q3 		$895K Sell
8,589
-530
-6% -$61.6K 0.11% 198
2022
Q2 		$1M Sell
9,119
-846
-8% -$102K 0.12% 176
2022
Q1 		$1.3M Sell
9,965
-966
-9% -$125K 0.15% 143
2021
Q4 		$1.5M Sell
10,931
-4,632
-30% -$623K 0.19% 109
2021
Q3 		$1.99M Sell
15,563
-2,796
-15% -$367K 0.31% 81
2021
Q2 		$2.38M Sell
18,359
-3,481
-16% -$439K 0.37% 61
2021
Q1 		$2.62M Sell
21,840
-14,057
-39% -$1.64M 0.56% 46
2020
Q4 		$3.99M Sell
35,897
-3,803
-10% -$393K 1% 26
2020
Q3 		$3.72M Buy
39,700
+8,306
+26% +$773K 1.15% 22
2020
Q2 		$2.75M Buy
31,394
+16,844
+116% +$1.39M 0.97% 28
2020
Q1 		$1.04M Buy
+14,550
New +$1.31M 0.61% 53

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Blueprint's SIZE Position: Q2 2026 in Review

Strategic Blueprint held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q2 2026 at 3,637 shares worth $648K. The position accounts for 0.03% of the portfolio, ranked #398.

Strategic Blueprint first reported a position in SIZE in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.99M in Q4 2020. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Strategic Blueprint held 3,637 shares of iShares MSCI USA Size Factor ETF worth $648K as of Q2 2026.
  • Strategic Blueprint left its iShares MSCI USA Size Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Size Factor ETF made up 0.03% of Strategic Blueprint's portfolio in Q2 2026, its #398 holding.
  • Strategic Blueprint first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • Strategic Blueprint's iShares MSCI USA Size Factor ETF position peaked at $3.99M in Q4 2020.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.