UBS Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $930K | Buy |
5,830
+342
| +6% | +$56.4K | ﹤0.01% | 5604 |
|
|
2025
Q4 | $887K | Buy |
5,488
+4,049
| +281% | +$652K | ﹤0.01% | 5682 |
|
|
2025
Q3 | $231K | Buy |
1,439
+44
| +3% | +$6.96K | ﹤0.01% | 6588 |
|
|
2025
Q2 | $216K | Buy |
1,395
+419
| +43% | +$61.1K | ﹤0.01% | 6670 |
|
|
2025
Q1 | $142K | Sell |
976
-1,508
| -61% | -$227K | ﹤0.01% | 6775 |
|
|
2024
Q4 | $369K | Sell |
2,484
-102
| -4% | -$15.5K | ﹤0.01% | 6055 |
|
|
2024
Q3 | $385K | Sell |
2,586
-143
| -5% | -$20.4K | ﹤0.01% | 5416 |
|
|
2024
Q2 | $375K | Buy |
2,729
+4
| +0.1% | +$550 | ﹤0.01% | 5220 |
|
|
2024
Q1 | $388K | Sell |
2,725
-597
| -18% | -$80.3K | ﹤0.01% | 5382 |
|
|
2023
Q4 | $438K | Sell |
3,322
-76
| -2% | -$9.17K | ﹤0.01% | 5206 |
|
|
2023
Q3 | $399K | Sell |
3,398
-238
| -7% | -$29.3K | ﹤0.01% | 4836 |
|
|
2023
Q2 | $446K | Sell |
3,636
-204
| -5% | -$23.9K | ﹤0.01% | 4914 |
|
|
2023
Q1 | $453K | Sell |
3,840
-3,409
| -47% | -$405K | ﹤0.01% | 4774 |
|
|
2022
Q4 | $824K | Buy |
7,249
+2,208
| +44% | +$250K | ﹤0.01% | 4258 |
|
|
2022
Q3 | $526K | Sell |
5,041
-16,405
| -76% | -$1.91M | ﹤0.01% | 4292 |
|
|
2022
Q2 | $2.36M | Buy |
21,446
+437
| +2% | +$52.4K | ﹤0.01% | 3009 |
|
|
2022
Q1 | $2.74M | Buy |
21,009
+15,747
| +299% | +$2.03M | ﹤0.01% | 3130 |
|
|
2021
Q4 | $722K | Buy |
5,262
+167
| +3% | +$22.5K | ﹤0.01% | 4674 |
|
|
2021
Q3 | $651K | Buy |
5,095
+8
| +0.2% | +$1.05K | ﹤0.01% | 4530 |
|
|
2021
Q2 | $658K | Sell |
5,087
-88
| -2% | -$11.1K | ﹤0.01% | 4525 |
|
|
2021
Q1 | $621K | Sell |
5,175
-470
| -8% | -$54.8K | ﹤0.01% | 4706 |
|
|
2020
Q4 | $628K | Sell |
5,645
-2,301
| -29% | -$238K | ﹤0.01% | 4416 |
|
|
2020
Q3 | $745K | Sell |
7,946
-1,246
| -14% | -$116K | ﹤0.01% | 3860 |
|
|
2020
Q2 | $805K | Sell |
9,192
-33,384
| -78% | -$2.75M | ﹤0.01% | 3700 |
|
|
2020
Q1 | $3.04M | Buy |
42,576
+2,943
| +7% | +$265K | ﹤0.01% | 2368 |
|
|
2019
Q4 | $3.86M | Buy |
39,633
+27,621
| +230% | +$2.58M | ﹤0.01% | 2859 |
|
|
2019
Q3 | $1.09M | Sell |
12,012
-2,030
| -14% | -$184K | ﹤0.01% | 3894 |
|
|
2019
Q2 | $1.28M | Buy |
14,042
+290
| +2% | +$25.9K | ﹤0.01% | 3548 |
|
|
2019
Q1 | $1.21M | Sell |
13,752
-37,648
| -73% | -$3.19M | ﹤0.01% | 3419 |
|
|
2018
Q4 | $3.94M | Buy |
51,400
+47,094
| +1,094% | +$3.89M | ﹤0.01% | 2377 |
|
|
2018
Q3 | $379K | Sell |
4,306
-12,603
| -75% | -$1.1M | ﹤0.01% | 4605 |
|
|
2018
Q2 | $1.43M | Buy |
16,909
+1,229
| +8% | +$103K | ﹤0.01% | 3474 |
|
|
2018
Q1 | $1.3M | Sell |
15,680
-93
| -0.6% | -$7.87K | ﹤0.01% | 3506 |
|
|
2017
Q4 | $1.32M | Buy |
15,773
+68
| +0.4% | +$5.56K | ﹤0.01% | 3535 |
|
|
2017
Q3 | $1.25M | Sell |
15,705
-246
| -2% | -$19.3K | ﹤0.01% | 3528 |
|
|
2017
Q2 | $1.24M | Sell |
15,951
-10,753
| -40% | -$825K | ﹤0.01% | 3432 |
|
|
2017
Q1 | $2.02M | Buy |
26,704
+15,167
| +131% | +$1.13M | ﹤0.01% | 2930 |
|
|
2016
Q4 | $829K | Buy |
11,537
+1,783
| +18% | +$125K | ﹤0.01% | 3707 |
|
|
2016
Q3 | $681K | Buy |
9,754
+1,099
| +13% | +$76.8K | ﹤0.01% | 3694 |
|
|
2016
Q2 | $589K | Buy |
8,655
+5,876
| +211% | +$394K | ﹤0.01% | 3773 |
|
|
2016
Q1 | $184K | Sell |
2,779
-51
| -2% | -$3.17K | ﹤0.01% | 4547 |
|
|
2015
Q4 | $182K | Sell |
2,830
-4,570
| -62% | -$297K | ﹤0.01% | 4746 |
|
|
2015
Q3 | $457K | Buy |
7,400
+4,680
| +172% | +$303K | ﹤0.01% | 3966 |
|
|
2015
Q2 | $178K | Sell |
2,720
-200
| -7% | -$13.4K | ﹤0.01% | 4964 |
|
|
2015
Q1 | $194K | Buy |
+2,920
| New | +$193K | ﹤0.01% | 4915 |
|
Other funds holding SIZE
JRFS
TWM
SFS
UBS Group's SIZE Position: Q1 2026 in Review
UBS Group increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 6.2% in Q1 2026, buying an estimated $56.4K and bringing the position to 5,830 shares worth $930K. The position accounts for ﹤0.01% of the portfolio, ranked #5604.
UBS Group first reported a position in SIZE in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.94M in Q4 2018. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.
- UBS Group held 5,830 shares of iShares MSCI USA Size Factor ETF worth $930K as of Q1 2026.
- UBS Group bought 342 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $56.4K.
- iShares MSCI USA Size Factor ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5604 holding.
- UBS Group first reported a position in iShares MSCI USA Size Factor ETF in Q1 2015 and has held it in 45 quarters since.
- UBS Group's iShares MSCI USA Size Factor ETF position peaked at $3.94M in Q4 2018.
- 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.