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Ishares Msci Usa Size Factor shares owned by CoreCap Advisors

Quarter-by-quarter ownership of Ishares Msci Usa Size Factor (SIZE) shares owned by CoreCap Advisors from 13F filings

Historical chart of CoreCap Advisors investment in Ishares Msci Usa Size Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Msci Usa Size Factor held by CoreCap Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Msci Usa Size Factor by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 77 148.53
2024-06-30 $15k 106 137.40
2024-03-31 $46k 324 142.47
2022-12-31 $59k 516 113.87
2022-06-30 $55k 503 109.34
2021-12-31 $99k 724 136.74

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Amazon (AMZN)

View all positions for CoreCap Advisors

Top funds holding Ishares Msci Usa Size Factor

BlackRock
BlackRock
Bank of America Corporation
Envestnet Asset Management
Trinity Wealth Management
Principal Securities
Pnc Financial Services
Goldman Sachs Group
Morgan Stanley
Lido Advisors
Jane Street
Susquehanna International
LPL Financial
Mercer Global Advisors
Parallel Advisors

View all funds holding Ishares Msci Usa Size Factor