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Ishares Msci Usa Size Factor shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 11k 159.46

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ollies Bargain Outlt Hldgs I (OLLI)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Alphabet Cap Stk Cl C (GOOG)
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Dlocal Class A Com (DLO)
Amphenol Corp Cl A (APH)
Amazon (AMZN)

View all positions for Summit Trail Advisors

Top funds holding Ishares Msci Usa Size Factor

Bank of America Corporation
BlackRock
James Reed Financial Services
Trinity Wealth Management
Lido Advisors
Alan Leist III
Rockefeller Capital Management
Ameriprise Financial
Wells Fargo & Company
Envestnet Asset Management
Goldman Sachs Group
Advisor Group Holdings
Pnc Financial Services
LPL Financial
Morgan Stanley

View all funds holding Ishares Msci Usa Size Factor