Archer Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Archer Investment Management’s Portfolio QUAL Stock Details QUAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.63M	Sell	11,848 -126	-1%	-$27.9K	0.83%	31
2026 Q2	$2.63M	Sell	11,974 -22,509	-65%	-$4.72M	0.9%	29
2026 Q1	$6.61M	Buy	34,483 +24,695	+252%	+$4.95M	2.78%	8
2025 Q4	$1.94M	Buy	+9,788	New	+$1.92M	1.05%	27
2025 Q3	–	Sell	-1,337	Closed	-$244K	–	62
2025 Q2	$244K	Buy	+1,337	New	+$231K	0.18%	48

Other funds holding QUAL

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Archer Investment Management's QUAL Position: Q3 2026 in Review

Archer Investment Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.1% in Q3 2026, selling an estimated $27.9K and leaving 11,848 shares worth $2.63M. The position accounts for 0.83% of the portfolio, ranked #31.

Archer Investment Management first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.61M in Q1 2026. 238 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Archer Investment Management held 11,848 shares of iShares MSCI USA Quality Factor ETF worth $2.63M as of Q3 2026.
Archer Investment Management sold 126 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $27.9K.
iShares MSCI USA Quality Factor ETF made up 0.83% of Archer Investment Management's portfolio in Q3 2026, its #31 holding.
Archer Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
Archer Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $6.61M in Q1 2026.
238 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.