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

DLK 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 		– Sell
-3,940
Closed -$673K – 115
2026
Q2 		$673K Buy
+3,940
New +$826K 0.29% 49
2024
Q4 		– Sell
-4,263
Closed -$764K – 104
2024
Q3 		$764K Buy
4,263
+323
+8% +$56K 0.29% 49
2024
Q2 		$673K Sell
3,940
-50
-1% -$8.21K 0.28% 50
2024
Q1 		$656K Buy
3,990
+138
+4% +$21.6K 0.28% 47
2023
Q4 		$567K Buy
+3,852
New +$533K 0.26% 53

Other funds holding QUAL

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

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

DLK Investment Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2026, closing a stake of 3,940 shares — an estimated $673K sold.

DLK Investment Management first reported a position in QUAL in Q4 2023 and held it in 5 quarters. The position peaked at $764K in Q3 2024. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • DLK Investment Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2026 after selling out during the quarter.
  • DLK Investment Management sold 3,940 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $673K.
  • DLK Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and held it in 5 quarters.
  • DLK Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $764K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.