Congress 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
Q2 | $3.43M | Buy |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | $308K | Buy |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $261K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $972K | Sell |
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $6.18M | Buy |
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|
2022
Q2 | $6.59M | Buy |
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|
2022
Q1 | $3.81M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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