Aspire 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
2024
Q3
$1.77M Buy
2024
Q2
$1.57M Sell
2024
Q1
$1.59M Buy
2023
Q4
$1.4M Buy
2023
Q3
$1.25M Sell
2023
Q2
$1.85M Buy
2023
Q1
$1.65M Buy
2022
Q4
$271K Buy
2022
Q3
$245K Sell
2022
Q2
$301K Buy
2022
Q1
$361K Sell
2021
Q4
$1.56M Buy