DWM
Drive Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
10,024
+4,095
| +69% | +$749K | 0.4% | 56 |
|
|
2025
Q1 | $1.01M | Buy |
5,929
+35
| +0.6% | +$5.98K | 0.24% | 91 |
|
|
2024
Q4 | $1.05M | Buy |
5,894
+487
| +9% | +$86.7K | 0.26% | 75 |
|
|
2024
Q3 | $970K | Buy |
5,407
+1,333
| +33% | +$239K | 0.25% | 76 |
|
|
2024
Q2 | $696K | Buy |
4,074
+358
| +10% | +$61.1K | 0.19% | 94 |
|
|
2024
Q1 | $611K | Buy |
3,716
+1,264
| +52% | +$208K | 0.17% | 107 |
|
|
2023
Q4 | $361K | Buy |
+2,452
| New | +$361K | 0.12% | 165 |
|