Sunbelt Securities’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
2,781
+25
| +0.9% | +$3.71K | 0.04% | 397 |
|
|
2025
Q1 | $401K | Sell |
2,756
-25
| -0.9% | -$3.64K | 0.04% | 376 |
|
|
2024
Q4 | $412K | Sell |
2,781
-72
| -3% | -$10.7K | 0.04% | 398 |
|
|
2024
Q3 | $425K | Sell |
2,853
-32
| -1% | -$4.76K | 0.04% | 390 |
|
|
2024
Q2 | $397K | Buy |
2,885
+1,227
| +74% | +$169K | 0.04% | 388 |
|
|
2024
Q1 | $236K | Buy |
+1,658
| New | +$236K | 0.03% | 494 |
|