James Reed Financial Services, Inc. SIZE Holdings History
James Reed Financial Services, Inc.'s iShares MSCI USA Size Factor ETF Holding Summary
As of 2025-03-31, James Reed Financial Services, Inc. held 159,117.00 shares of iShares MSCI USA Size Factor ETF(SIZE), totaling $23.14 Mil. This investment constitutes 25.79% of their stock portfolio, and James Reed Financial Services, Inc. now holds 7.23% of the outstanding iShares MSCI USA Size Factor ETF(SIZE) stock.
The initial trade took place in 2021Q4. In addition, there have been 5 sales at an average price of $142.87 for 16,622.00 shares. Based on historical transaction data and SIZE's current price of $155.85, James Reed Financial Services, Inc.'s estimated gain on his SIZE holdings is $3.57 Mil, reflecting a 15.15% gain to date.
James Reed Financial Services, Inc. SIZE ($155.85) Holding Chart
James Reed Financial Services, Inc. SIZE ($155.85) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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