SIZE ISHARES EDGE MSCI USA SIZE FACTOR ETF

Ownership history in G&S Capital LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which G&S Capital LLC reported a position in ISHARES EDGE MSCI USA SIZE FACTOR ETF (SIZE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.65% (2021 Q4)
Avg. % of fund
0.49%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,183 -82 -1.1% 0.43% $1.2M $159.47
2025 Q2 REDUCED 7,265 -23 -0.3% 0.44% $1.1M $152.69
2025 Q1 ADDED 7,288 +134 +1.9% 0.45% $1.1M $143.18
2024 Q4 REDUCED 7,154 -202 -2.7% 0.44% $1.1M $145.69
2024 Q3 REDUCED 7,356 -498 -6.3% 0.46% $1.1M $145.34
2024 Q2 REDUCED 7,854 -640 -7.5% 0.48% $1.1M $133.78
2024 Q1 ADDED 8,494 +121 +1.4% 0.54% $1.2M $137.98
2023 Q4 REDUCED 8,373 -503 -5.7% 0.52% $1.1M $127.38
2023 Q3 ADDED 8,876 +9 +0.1% 0.53% $1.0M $112.99
2023 Q2 REDUCED 8,867 -234 -2.6% 0.52% $1.1M $117.60
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% of Fund (quarterly)    SIZE price (monthly, adj. close)
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