4J Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $702K | Sell |
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|
2025
Q2 | $696K | Sell |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $696K | Sell |
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|
2024
Q3 | $744K | Sell |
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|
2024
Q2 | $718K | Sell |
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|
2024
Q1 | $700K | Hold |
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|
2023
Q4 | $626K | Sell |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $635K | Hold |
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|
2023
Q1 | $584K | Hold |
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|
2022
Q4 | $536K | Sell |
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|
2022
Q3 | $527K | Sell |
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|
2022
Q2 | $582K | Sell |
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|
2022
Q1 | $740K | Hold |
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|
2021
Q4 | $800K | Sell |
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|
2021
Q3 | $810K | Hold |
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|
2021
Q2 | $817K | Sell |
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|
2021
Q1 | $827K | Sell |
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|
2020
Q4 | $869K | Buy |
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