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Sunbelt Securities’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-2,781
Closed -$413K – 2846
2025
Q2 		$413K Buy
2,781
+25
+0.9% +$3.65K 0.04% 397
2025
Q1 		$401K Sell
2,756
-25
-0.9% -$3.76K 0.04% 376
2024
Q4 		$412K Sell
2,781
-72
-3% -$11K 0.04% 398
2024
Q3 		$425K Sell
2,853
-32
-1% -$4.56K 0.04% 390
2024
Q2 		$397K Buy
2,885
+1,227
+74% +$169K 0.04% 388
2024
Q1 		$236K Buy
+1,658
New +$223K 0.03% 494

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunbelt Securities's SIZE Position: Q3 2025 in Review

Sunbelt Securities sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2025, closing a stake of 2,781 shares — an estimated $413K sold.

Sunbelt Securities first reported a position in SIZE in Q1 2024 and held it in 6 quarters. The position peaked at $425K in Q3 2024. 67 funds tracked by Wall St. Rank hold SIZE as of Q3 2025.

  • Sunbelt Securities reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 2,781 iShares MSCI USA Size Factor ETF shares in Q3 2025, an estimated $413K.
  • Sunbelt Securities first reported a position in iShares MSCI USA Size Factor ETF in Q1 2024 and held it in 6 quarters.
  • Sunbelt Securities's iShares MSCI USA Size Factor ETF position peaked at $425K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.