GJWM
Gilliland Jeter 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 | $751K | Buy |
4,108
+476
| +13% | +$87K | 0.24% | 89 |
|
|
2025
Q1 | $621K | Buy |
3,632
+413
| +13% | +$70.6K | 0.22% | 97 |
|
|
2024
Q4 | $573K | Buy |
3,219
+774
| +32% | +$138K | 0.19% | 98 |
|
|
2024
Q3 | $438K | Buy |
2,445
+507
| +26% | +$90.9K | 0.14% | 115 |
|
|
2024
Q2 | $331K | Buy |
1,938
+634
| +49% | +$108K | 0.11% | 133 |
|
|
2024
Q1 | $214K | Buy |
+1,304
| New | +$214K | 0.07% | 161 |
|