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

Van Hulzen 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
2025 Q1	–	Sell	-277	Closed	-$41.1K	–	963
2024 Q4	$41.1K	Buy	+277	New	+$42.2K	﹤0.01%	543
2023 Q1	–	Sell	-35,072	Closed	-$3.99M	–	323
2022 Q4	$3.99M	Buy	35,072 +89	+0.3%	+$10.1K	0.46%	59
2022 Q3	$3.65M	Sell	34,983 -345	-1%	-$40.1K	0.45%	61
2022 Q2	$3.89M	Buy	35,328 +8	+0%	+$960	0.46%	59
2022 Q1	$4.6M	Buy	35,320 +6,867	+24%	+$886K	0.49%	59
2021 Q4	$3.9M	Buy	28,453 +776	+3%	+$104K	0.43%	64
2021 Q3	$3.53M	Buy	27,677 +926	+3%	+$122K	0.53%	54
2021 Q2	$3.46M	Buy	26,751 +548	+2%	+$69.1K	0.52%	53
2021 Q1	$3.15M	Buy	26,203 +172	+0.7%	+$20K	0.5%	57
2020 Q4	$2.89M	Buy	+26,031	New	+$2.69M	0.44%	59
2020 Q2	–	Sell	-5,074	Closed	-$362K	–	285
2020 Q1	$362K	Buy	5,074 +798	+19%	+$71.7K	0.08%	152
2019 Q4	$417K	Buy	+4,276	New	+$400K	0.08%	172

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Van Hulzen Asset Management's SIZE Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2025, closing a stake of 277 shares — an estimated $41.1K sold.

Van Hulzen Asset Management first reported a position in SIZE in Q4 2019 and held it in 12 quarters. The position peaked at $4.6M in Q1 2022. 65 funds tracked by Wall St. Rank hold SIZE as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 277 iShares MSCI USA Size Factor ETF shares in Q1 2025, an estimated $41.1K.
Van Hulzen Asset Management first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 12 quarters.
Van Hulzen Asset Management's iShares MSCI USA Size Factor ETF position peaked at $4.6M in Q1 2022.
65 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.