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SIZESIZE
26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 16,122 shares of SIZE (ISHARES TR), worth $2.9M as of 2026-Q2. The position was decreased (-65.4% shares). SIZE represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$2.9M

Current Shares

16,122

Total Value Change

-$25.6M

Total Shares Change

-381,574

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
16,122
-65.4%
$2.9M0.0%$178.28
0
2026-Q1
Increased
46,561
+0.3%
$7.4M0.0%$167.07
27
2025-Q4
Increased
46,420
+7.6%
$7.5M0.0%$163.80
30
2025-Q3
Increased
43,147
+11.1%
$6.9M0.0%$159.28
30
2025-Q2
Increased
38,825
+17.3%
$6M0.0%$152.29
32
2025-Q1
Increased
33,095
+738.7%
$4.8M0.0%$142.79
43
2024-Q4
Decreased
3,946
-2.8%
$586,1610.0%$145.92
0
2024-Q3
Increased
4,058
+8.4%
$603,8470.0%$145.60
26
2024-Q2
Decreased
3,743
-18.8%
$514,8820.0%$134.25
0
2024-Q1
Decreased
4,608
-13.7%
$655,6280.0%$138.47
0
2023-Q4
Decreased
5,337
-8.4%
$703,7850.0%$127.83
0
2023-Q3
Decreased
5,827
-86.3%
$684,1610.0%$113.39
0
2023-Q2
Decreased
42,619
-20.2%
$5.3M0.0%$117.09
0
2023-Q1
Decreased
53,414
-1.6%
$6.2M0.0%$110.99
0
2022-Q4
Increased
54,259
+3.3%
$6.2M0.0%$108.54
28
2022-Q3
Decreased
52,512
-0.9%
$5.5M0.0%$100.19
0
2022-Q2
Increased
52,966
+1.6%
$5.9M0.0%$105.03
27
2022-Q1
Decreased
52,140
-41.1%
$1M0.0%$124.59
0
2021-Q4
Decreased
88,464
-72.9%
$12.1M0.0%$129.26
0
2021-Q3
Increased
326,865
+9.0%
$41.8M0.1%$120.97
32
2021-Q2
Decreased
299,818
-5.4%
$38.8M0.1%$120.85
0
2021-Q1
Increased
317,018
+3.4%
$38.1M0.1%$111.28
30
2020-Q4
Increased
306,474
+41.9%
$34.1M0.1%$102.64
39
2020-Q3
Decreased
215,934
-43.3%
$19.9M0.1%$86.34
0
2020-Q2
Decreased
380,572
-4.3%
$33.3M0.1%$79.44
0
2020-Q1
New
397,696
-
$28.5M0.1%$66.67
48

Other major holders of SIZE: ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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