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Synergy Investment Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Synergy 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
2025
Q2 		– Sell
-40
Closed -$5.82K – 482
2025
Q1 		$5.82K Buy
+40
New +$6.02K ﹤0.01% 434

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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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Investment Management's SIZE Position: Q2 2025 in Review

Synergy Investment Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2025, closing a stake of 40 shares — an estimated $5.82K sold.

Synergy Investment Management first reported a position in SIZE in Q1 2025 and held it in 1 quarter. The position peaked at $5.82K in Q1 2025. 67 funds tracked by Wall St. Rank hold SIZE as of Q2 2025.

  • Synergy Investment Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 40 iShares MSCI USA Size Factor ETF shares in Q2 2025, an estimated $5.82K.
  • Synergy Investment Management first reported a position in iShares MSCI USA Size Factor ETF in Q1 2025 and held it in 1 quarter.
  • Synergy Investment Management's iShares MSCI USA Size Factor ETF position peaked at $5.82K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.