Tucker Asset Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Tucker Asset 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
2026 Q2	$48.7K	Hold	273	–	–	0.01%	262
2026 Q1	$43.5K	Buy	+273	New	+$45K	0.01%	232
2022 Q1	–	Sell	-230	Closed	-$31.6K	–	609
2021 Q4	$31.6K	Hold	230	–	–	0.01%	119
2021 Q3	$31.1K	Hold	230	–	–	0.01%	109
2021 Q2	$29.8K	Sell	230 -470	-67%	-$59.3K	0.01%	102
2021 Q1	$84.1K	Sell	700 -340	-33%	-$39.6K	0.04%	51
2020 Q4	$116K	Buy	+1,040	New	+$108K	0.07%	32

Other funds holding SIZE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tucker Asset Management's SIZE Position: Q2 2026 in Review

Tucker Asset Management held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q2 2026 at 273 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #262.

Tucker Asset Management first reported a position in SIZE in Q4 2020 and has held it in 7 quarters since. The position peaked at $116K in Q4 2020. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

Tucker Asset Management held 273 shares of iShares MSCI USA Size Factor ETF worth $48.7K as of Q2 2026.
Tucker Asset Management left its iShares MSCI USA Size Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Size Factor ETF made up 0.01% of Tucker Asset Management's portfolio in Q2 2026, its #262 holding.
Tucker Asset Management first reported a position in iShares MSCI USA Size Factor ETF in Q4 2020 and has held it in 7 quarters since.
Tucker Asset Management's iShares MSCI USA Size Factor ETF position peaked at $116K in Q4 2020.
73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.