iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) Stock Holdings Boosted by Trinity Wealth Management LLC

Trinity Wealth Management LLC lifted its stake in shares of iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) by 1.5% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 109,522 shares of the company’s stock after acquiring an additional 1,607 shares during the quarter. iShares MSCI USA Size Factor ETF makes up about 7.5% of Trinity Wealth Management LLC’s investment portfolio, making the stock its 5th biggest position. Trinity Wealth Management LLC’s holdings in iShares MSCI USA Size Factor ETF were worth $16,296,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Sunbelt Securities Inc. acquired a new stake in shares of iShares MSCI USA Size Factor ETF in the 1st quarter valued at about $236,000. G&S Capital LLC boosted its holdings in shares of iShares MSCI USA Size Factor ETF by 1.4% in the first quarter. G&S Capital LLC now owns 8,494 shares of the company’s stock valued at $1,209,000 after acquiring an additional 121 shares during the period. Finally, Envestnet Asset Management Inc. grew its position in shares of iShares MSCI USA Size Factor ETF by 6.4% during the second quarter. Envestnet Asset Management Inc. now owns 182,038 shares of the company’s stock worth $25,036,000 after acquiring an additional 10,957 shares during the last quarter.

iShares MSCI USA Size Factor ETF Trading Up 0.3 %

SIZE stock traded up $0.47 on Friday, hitting $151.83. The company’s stock had a trading volume of 5,585 shares, compared to its average volume of 10,589. The stock has a market cap of $341.62 million, a price-to-earnings ratio of 21.22 and a beta of 0.98. The firm has a 50 day moving average of $146.36 and a two-hundred day moving average of $140.98. iShares MSCI USA Size Factor ETF has a 1 year low of $110.07 and a 1 year high of $151.86.

About iShares MSCI USA Size Factor ETF

The iShares MSCI USA Size Factor ETF (SIZE) is an exchange-traded fund that is based on the MSCI USA Low Size index. The fund tracks an index of large- and mid-cap US stocks. Holdings are weighted by the inverse natural logarithm of their market capitalization. SIZE was launched on Apr 16, 2013 and is managed by BlackRock.