Ishares Msci Usa Size Factor shares owned by Trinity Wealth Management
Quarter-by-quarter ownership of Ishares Msci Usa Size Factor (SIZE) shares owned by Trinity Wealth Management
from 13F filings
Historical chart of Trinity Wealth Management investment in Ishares Msci Usa Size Factor
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All positions including Ishares Msci Usa Size Factor held by Trinity Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Msci Usa Size Factor by Trinity Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $16M | 110k | 148.79 |
2024-06-30 | $15M | 108k | 137.53 |
2024-03-31 | $15M | 107k | 142.29 |
2023-12-31 | $14M | 107k | 131.87 |
2023-09-30 | $13M | 107k | 117.38 |
2023-06-30 | $13M | 107k | 122.74 |
2023-03-31 | $12M | 103k | 117.86 |
2022-12-31 | $12M | 103k | 113.73 |
2022-09-30 | $11M | 107k | 104.24 |
2022-06-30 | $11M | 104k | 110.03 |
2022-03-31 | $13M | 99k | 130.33 |
2021-12-31 | $13M | 98k | 137.26 |
2021-09-30 | $12M | 94k | 127.70 |
2021-06-30 | $12M | 90k | 129.42 |
2021-03-31 | $11M | 95k | 120.08 |
2020-12-31 | $9.7M | 87k | 111.17 |
2020-06-30 | $6.6M | 75k | 87.58 |
2020-03-31 | $7.7M | 108k | 71.38 |
2019-12-31 | $11M | 116k | 97.41 |