Zullo Investment Group’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Zullo Investment Group’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
2023 Q1	–	Sell	-23	Closed	-$2.62K	–	604
2022 Q4	$2.62K	Hold	23	–	–	﹤0.01%	667
2022 Q3	$2K	Hold	23	–	–	﹤0.01%	708
2022 Q2	$3K	Hold	23	–	–	﹤0.01%	693
2022 Q1	$3K	Hold	23	–	–	﹤0.01%	720
2021 Q4	$3K	Buy	+23	New	+$3.09K	﹤0.01%	726

Other funds holding SIZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zullo Investment Group's SIZE Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2023, closing a stake of 23 shares — an estimated $2.62K sold.

Zullo Investment Group first reported a position in SIZE in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 65 funds tracked by Wall St. Rank hold SIZE as of Q1 2023.

Zullo Investment Group reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 23 iShares MSCI USA Size Factor ETF shares in Q1 2023, an estimated $2.62K.
Zullo Investment Group first reported a position in iShares MSCI USA Size Factor ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's iShares MSCI USA Size Factor ETF position peaked at $3K in Q2 2022.
65 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.