Victory Capital Management
SIZE icon

Victory Capital Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Victory Capital 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
2020
Q2 		– Sell
-167,822
Closed -$12M – 3173
2020
Q1 		$12M Sell
167,822
-78,997
-32% -$7.1M 0.01% 1024
2019
Q4 		$24M Sell
246,819
-33,652
-12% -$3.15M 0.03% 760
2019
Q3 		$25.5M Buy
+280,471
New +$25.4M 0.03% 707

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QA
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Fifth Third Bancorp
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TWM
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Thrivent Financial for Lutherans
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Victory Capital Management's SIZE Position: Q2 2020 in Review

Victory Capital Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 167,822 shares — an estimated $12M sold.

Victory Capital Management first reported a position in SIZE in Q3 2019 and held it in 3 quarters. The position peaked at $25.5M in Q3 2019. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Victory Capital Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Victory Capital Management sold 167,822 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $12M.
  • Victory Capital Management first reported a position in iShares MSCI USA Size Factor ETF in Q3 2019 and held it in 3 quarters.
  • Victory Capital Management's iShares MSCI USA Size Factor ETF position peaked at $25.5M in Q3 2019.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Victory Capital Management's 13F filing for Q2 2020, filed 7 Aug 2020.