Summary
SIZE Chart
SIZE: A Good Mid-Cap ETF, Yet Not The Best
iShares MSCI USA Size Factor ETF invests in stocks of the MSCI USA Index with modified weights, focusing on mid-cap companies. The SIZE ETF is well-diversified across sectors and holdings. SIZE fundamental metrics are inferior to a mid-cap benchmark, but it shows a higher total return since its inception.
iShares MSCI USA Size Factor ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 633 | $82,006.53 | $112,560.06 | $30,553.53 | 37.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 75 | $10,940.84 | $13,351.12 | $2,410.28 | 22.03% |
| JRF James Reed Financial Services Inc. James Reed Financial Services Inc. | 163,881 | $22.78M | $29.43M | $6.64M | 29.16% |
 Mark Mowrey Signature Resources Capital Management LLC | 35 | $5,654.88 | $6,232.62 | $577.74 | 10.22% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 172 | $27,634.93 | $30,824.98 | $3,190.05 | 11.54% |
iShares MSCI USA Size Factor ETF (SIZE) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has iShares MSCI USA Size Factor ETF ever had a stock split?
iShares MSCI USA Size Factor ETF Profile
| ARCA Exchange | US Country |
Overview
The specified company operates as a fund, focusing primarily on investing at least 80% of its assets in the securities that comprise a certain underlying index. Its investment strategy allows for up to 20% of its assets to be allocated in various financial instruments, such as futures, options, and swap contracts, alongside cash and cash equivalents. This includes investing in money market funds advised by BFA or its affiliates. Furthermore, the company has the flexibility to invest in securities not listed in the underlying index if it believes those investments will aid in tracking the index more efficiently. The underlying index that the fund targets is based on the traditional market capitalization-weighted parent index, known as the MSCI USA Index.
Products and Services
- Investment in Component Securities of the Underlying Index
- Futures, Options, and Swap Contracts
- Cash and Cash Equivalents
- Investment in Securities Not Included in the Underlying Index
The core of the fund's portfolio comprises investments in the securities that make up the underlying index it tracks, dedicating at least 80% of its assets to these investments. This strategy aims to mirror the performance of the underlying index, providing investors exposure to its constituent securities.
To optimize its investment strategy and potentially enhance returns or manage risk, the fund may allocate up to 20% of its assets in futures, options, and swap contracts. This allows for a broader range of investment techniques to be employed, beyond traditional stock holdings.
Part of the fund's assets may be held in cash or cash equivalents, including shares of money market funds advised by BFA or its affiliates. This strategy can provide liquidity and help manage the fund's risk profile, especially during volatile market conditions.
While the fund primarily focuses on securities within the underlying index, it may also invest in securities not listed in the index. This approach, employed by BFA, aims to assist the fund in tracking the underlying index more accurately. Such investments are selected based on their potential to align with the fund's investment objectives.
