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Ishares Msci Usa Size Factor shares owned by Element Wealth

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

Historical chart of Element Wealth 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 Element Wealth 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 Element Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $21k 162 132.22
2023-09-30 $19k 162 117.52
2023-06-30 $16k 131 122.92
2023-03-31 $8.9k 75 118.03
2022-12-31 $8.5k 75 113.73

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr TRS FLT RT BD (TFLO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Ishares Core Msci Emkt (IEMG)

View all positions for Element Wealth

Top funds holding Ishares Msci Usa Size Factor

Bank of America Corporation
Trinity Wealth Management
Principal Securities
Pnc Financial Services
Lido Advisors
Citadel Advisors
Mercer Global Advisors
Wharton Business Group
Jane Street
Parallel Advisors
Hilltop Holdings
G&S Capital
Advisor Group Holdings
Lakeview Capital Partners
HPM Partners

View all funds holding Ishares Msci Usa Size Factor