Trinity Wealth Management, LLC SIZE Holdings History
Trinity Wealth Management, LLC's iShares MSCI USA Size Factor ETF Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 115,036.00 shares of iShares MSCI USA Size Factor ETF(SIZE), totaling $17.78 Mil. This investment constitutes 7.06% of their stock portfolio, and Trinity Wealth Management, LLC now holds 5.23% of the outstanding iShares MSCI USA Size Factor ETF(SIZE) stock.
The initial trade took place in 2020Q2. And since then Trinity Wealth Management, LLC has made 17 purchases of SIZE, at an average price of $97.70, for a total of 123,823.00 shares. In addition, there have been 3 sales at an average price of $119.92 for 8,787.00 shares. Based on historical transaction data and SIZE's current price of $156.60, Trinity Wealth Management, LLC's estimated gain on his SIZE holdings is $6.97 Mil, reflecting a 57.62% gain to date.
Trinity Wealth Management, LLC SIZE ($156.60) Holding Chart
Trinity Wealth Management, LLC SIZE ($156.60) 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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