Fortress Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Fortress Financial Group’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 Q2	$347K	Buy	1,579 +2	+0.1%	+$419	0.17%	57
2026 Q1	$302K	Sell	1,577 -1,857	-54%	-$372K	0.22%	62
2025 Q4	$682K	Buy	3,434 +10	+0.3%	+$1.97K	0.5%	34
2025 Q3	$666K	Buy	3,424 +9	+0.3%	+$1.69K	0.51%	33
2025 Q2	$624K	Buy	3,415 +1,568	+85%	+$271K	0.53%	33
2025 Q1	$316K	Buy	+1,847	New	+$331K	0.32%	48

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fortress Financial Group's QUAL Position: Q2 2026 in Review

Fortress Financial Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.13% in Q2 2026, buying an estimated $419 and bringing the position to 1,579 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #57.

Fortress Financial Group first reported a position in QUAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $682K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Fortress Financial Group held 1,579 shares of iShares MSCI USA Quality Factor ETF worth $347K as of Q2 2026.
Fortress Financial Group bought 2 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $419.
iShares MSCI USA Quality Factor ETF made up 0.17% of Fortress Financial Group's portfolio in Q2 2026, its #57 holding.
Fortress Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
Fortress Financial Group's iShares MSCI USA Quality Factor ETF position peaked at $682K in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.