Wells Fargo’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 | $10.3M | Buy |
64,898
+55,212
| +570% | +$9.11M | ﹤0.01% | 2008 |
|
|
2025
Q4 | $1.56M | Buy |
9,686
+5,608
| +138% | +$902K | ﹤0.01% | 3634 |
|
|
2025
Q3 | $656K | Sell |
4,078
-783
| -16% | -$124K | ﹤0.01% | 4103 |
|
|
2025
Q2 | $751K | Buy |
4,861
+1,715
| +55% | +$250K | ﹤0.01% | 3876 |
|
|
2025
Q1 | $457K | Buy |
3,146
+116
| +4% | +$17.4K | ﹤0.01% | 4159 |
|
|
2024
Q4 | $450K | Buy |
3,030
+251
| +9% | +$38.2K | ﹤0.01% | 4246 |
|
|
2024
Q3 | $413K | Hold |
2,779
| – | – | ﹤0.01% | 4121 |
|
|
2024
Q2 | $382K | Buy |
2,779
+25
| +0.9% | +$3.44K | ﹤0.01% | 4081 |
|
|
2024
Q1 | $392K | Sell |
2,754
-156
| -5% | -$21K | ﹤0.01% | 4051 |
|
|
2023
Q4 | $384K | Buy |
2,910
+938
| +48% | +$113K | ﹤0.01% | 4037 |
|
|
2023
Q3 | $231K | Sell |
1,972
-312
| -14% | -$38.4K | ﹤0.01% | 4265 |
|
|
2023
Q2 | $280K | Sell |
2,284
-477
| -17% | -$55.9K | ﹤0.01% | 4362 |
|
|
2023
Q1 | $325K | Sell |
2,761
-362
| -12% | -$43K | ﹤0.01% | 4131 |
|
|
2022
Q4 | $355K | Sell |
3,123
-4,058
| -57% | -$459K | ﹤0.01% | 3854 |
|
|
2022
Q3 | $748K | Sell |
7,181
-1,664
| -19% | -$193K | ﹤0.01% | 3429 |
|
|
2022
Q2 | $973K | Sell |
8,845
-3,848
| -30% | -$462K | ﹤0.01% | 3311 |
|
|
2022
Q1 | $1.65M | Buy |
12,693
+2,239
| +21% | +$289K | ﹤0.01% | 3469 |
|
|
2021
Q4 | $1.44M | Buy |
10,454
+262
| +3% | +$35.2K | ﹤0.01% | 3814 |
|
|
2021
Q3 | $1.3M | Sell |
10,192
-902
| -8% | -$118K | ﹤0.01% | 4024 |
|
|
2021
Q2 | $1.44M | Sell |
11,094
-858
| -7% | -$108K | ﹤0.01% | 3970 |
|
|
2021
Q1 | $1.44M | Sell |
11,952
-786
| -6% | -$91.6K | ﹤0.01% | 3987 |
|
|
2020
Q4 | $1.42M | Sell |
12,738
-4,592
| -26% | -$475K | ﹤0.01% | 3757 |
|
|
2020
Q3 | $1.62M | Buy |
17,330
+7,808
| +82% | +$726K | ﹤0.01% | 3480 |
|
|
2020
Q2 | $834K | Sell |
9,522
-92,476
| -91% | -$7.62M | ﹤0.01% | 3955 |
|
|
2020
Q1 | $7.28M | Buy |
101,998
+26,631
| +35% | +$2.39M | ﹤0.01% | 1935 |
|
|
2019
Q4 | $7.34M | Buy |
75,367
+52,115
| +224% | +$4.87M | ﹤0.01% | 2235 |
|
|
2019
Q3 | $2.11M | Buy |
23,252
+150
| +0.6% | +$13.6K | ﹤0.01% | 3288 |
|
|
2019
Q2 | $2.1M | Buy |
23,102
+1,175
| +5% | +$105K | ﹤0.01% | 3318 |
|
|
2019
Q1 | $1.93M | Buy |
21,927
+11,599
| +112% | +$984K | ﹤0.01% | 3387 |
|
|
2018
Q4 | $791K | Buy |
10,328
+9,588
| +1,296% | +$792K | ﹤0.01% | 4025 |
|
|
2018
Q3 | $65K | Sell |
740
-590
| -44% | -$51.5K | ﹤0.01% | 5515 |
|
|
2018
Q2 | $112K | Buy |
1,330
+740
| +125% | +$61.9K | ﹤0.01% | 5323 |
|
|
2018
Q1 | $49K | Hold |
590
| – | – | ﹤0.01% | 5568 |
|
|
2017
Q4 | $49K | Buy |
+590
| New | +$48.3K | ﹤0.01% | 5566 |
|
Other funds holding SIZE
JRFS
TWM
SFS
Wells Fargo's SIZE Position: Q1 2026 in Review
Wells Fargo increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 570% in Q1 2026, buying an estimated $9.11M and bringing the position to 64,898 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2008.
Wells Fargo first reported a position in SIZE in Q4 2017 and has held it in 34 quarters since. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.
- Wells Fargo held 64,898 shares of iShares MSCI USA Size Factor ETF worth $10.3M as of Q1 2026.
- Wells Fargo bought 55,212 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $9.11M.
- iShares MSCI USA Size Factor ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2008 holding.
- Wells Fargo first reported a position in iShares MSCI USA Size Factor ETF in Q4 2017 and has held it in 34 quarters since.
- 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.