TD Waterhouse Canada’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

TD Waterhouse Canada’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 Q1	$310K	Sell	1,940 -210	-10%	-$34.6K	﹤0.01%	939
2025 Q4	$347K	Sell	2,150 -20	-0.9%	-$3.22K	﹤0.01%	766
2025 Q3	$350K	Buy	2,170 +243	+13%	+$38.4K	﹤0.01%	762
2025 Q2	$300K	Hold	1,927	–	–	﹤0.01%	743
2025 Q1	$280K	Buy	1,927 +593	+44%	+$89.2K	﹤0.01%	736
2024 Q4	$197K	Buy	1,334 +287	+27%	+$43.7K	﹤0.01%	800
2024 Q3	$155K	Buy	1,047 +638	+156%	+$90.9K	﹤0.01%	814
2024 Q2	$55.8K	Hold	409	–	–	﹤0.01%	995
2024 Q1	$57.2K	Sell	409 -394	-49%	-$53K	﹤0.01%	1015
2023 Q4	$104K	Sell	803 -29	-3%	-$3.5K	﹤0.01%	803
2023 Q3	$96.6K	Hold	832	–	–	﹤0.01%	771
2023 Q2	$103K	Hold	832	–	–	﹤0.01%	783
2023 Q1	$97.9K	Buy	+832	New	+$98.8K	﹤0.01%	775

Other funds holding SIZE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TD Waterhouse Canada's SIZE Position: Q1 2026 in Review

TD Waterhouse Canada reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 9.8% in Q1 2026, selling an estimated $34.6K and leaving 1,940 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

TD Waterhouse Canada first reported a position in SIZE in Q1 2023 and has held it in 13 quarters since. The position peaked at $350K in Q3 2025. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

TD Waterhouse Canada held 1,940 shares of iShares MSCI USA Size Factor ETF worth $310K as of Q1 2026.
TD Waterhouse Canada sold 210 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $34.6K.
iShares MSCI USA Size Factor ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #939 holding.
TD Waterhouse Canada first reported a position in iShares MSCI USA Size Factor ETF in Q1 2023 and has held it in 13 quarters since.
TD Waterhouse Canada's iShares MSCI USA Size Factor ETF position peaked at $350K in Q3 2025.
71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.