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 Q3	–	Sell	-273	Closed	-$48.7K	–	364
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Tucker Asset Management's SIZE Position: Q3 2026 in Review

Tucker Asset Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2026, closing a stake of 273 shares — an estimated $48.7K sold.

Tucker Asset Management first reported a position in SIZE in Q4 2020 and held it in 7 quarters. The position peaked at $116K in Q4 2020. 60 funds tracked by Wall St. Rank hold SIZE as of Q3 2026.

Tucker Asset Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2026 after selling out during the quarter.
Tucker Asset Management sold 273 iShares MSCI USA Size Factor ETF shares in Q3 2026, an estimated $48.7K.
Tucker Asset Management first reported a position in iShares MSCI USA Size Factor ETF in Q4 2020 and held it in 7 quarters.
Tucker Asset Management's iShares MSCI USA Size Factor ETF position peaked at $116K in Q4 2020.
60 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2026.

Based on Tucker Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.