IA
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IFP Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

IFP Advisors’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 		$11.3M Sell
51,558
-9,357
-15% -$1.96M 0.2% 109
2026
Q1 		$11.7M Sell
60,915
-25,422
-29% -$5.1M 0.24% 88
2025
Q4 		$17.1M Sell
86,337
-16,950
-16% -$3.33M 0.39% 54
2025
Q3 		$20.1M Sell
103,287
-27,126
-21% -$5.09M 0.52% 32
2025
Q2 		$23.8M Buy
130,413
+50,025
+62% +$8.63M 0.68% 19
2025
Q1 		$13.7M Buy
80,388
+9,836
+14% +$1.76M 0.42% 40
2024
Q4 		$12.6M Buy
70,552
+3,016
+4% +$548K 0.41% 42
2024
Q3 		$12.1M Sell
67,536
-52,512
-44% -$9.11M 0.44% 42
2024
Q2 		$20.5M Buy
120,048
+22,430
+23% +$3.68M 0.81% 19
2024
Q1 		$16M Buy
97,618
+34,514
+55% +$5.39M 0.7% 23
2023
Q4 		$9.29M Buy
63,104
+33,824
+116% +$4.68M 0.44% 49
2023
Q3 		$3.86M Sell
29,280
-1,214
-4% -$166K 0.17% 114
2023
Q2 		$4.11M Buy
30,494
+807
+3% +$103K 0.17% 119
2023
Q1 		$2.52M Sell
29,687
-20,168
-40% -$2.42M 0.11% 194
2022
Q4 		$4.26M Sell
49,855
-32,221
-39% -$3.65M 0.11% 176
2022
Q3 		$6.99M Buy
82,076
+38,281
+87% +$4.48M 0.18% 106
2022
Q2 		$3.72M Hold
43,795
– – 0.12% 191
2022
Q1 		$3.72M Buy
43,795
+34,383
+365% +$4.57M 0.12% 191
2021
Q4 		$1.37M Sell
9,412
-12,446
-57% -$1.76M 0.03% 339
2021
Q3 		$2.88M Buy
21,858
+4,780
+28% +$657K 0.06% 196
2021
Q2 		$2.27M Buy
17,078
+1,270
+8% +$163K 0.05% 223
2021
Q1 		$1.92M Buy
15,808
+2,912
+23% +$344K 0.04% 226
2020
Q4 		$1.49M Buy
12,896
+981
+8% +$108K 0.06% 257
2020
Q3 		$1.24M Buy
11,915
+4,872
+69% +$499K 0.07% 252
2020
Q2 		$666K Sell
7,043
-6,709
-49% -$616K 0.05% 353
2020
Q1 		$1.12M Sell
13,752
-4,323
-24% -$413K 0.11% 197
2019
Q4 		$1.84M Buy
18,075
+10,752
+147% +$1.04M 0.14% 182
2019
Q3 		$672K Buy
+7,323
New +$674K 0.05% 411
2019
Q1 		$7.81M Sell
88,255
-5,378
-6% -$452K 1.07% 12
2018
Q4 		$7.11M Buy
93,633
+6,227
+7% +$517K 0.43% 44
2018
Q3 		$7.9M Buy
87,406
+7,485
+9% +$657K 0.32% 66
2018
Q2 		$6.67M Buy
79,921
+24,446
+44% +$2.05M 0.28% 76
2018
Q1 		$4.6M Hold
55,475
– – 0.21% 105
2017
Q4 		$4.6M Buy
55,475
+18,047
+48% +$1.45M 0.21% 105
2017
Q3 		$2.89M Buy
37,428
+701
+2% +$52.9K 0.11% 194
2017
Q2 		$2.73M Buy
36,727
+2,787
+8% +$206K 0.12% 200
2017
Q1 		$2.47M Buy
33,940
+5,633
+20% +$404K 0.11% 210
2016
Q4 		$1.96M Buy
28,307
+19,143
+209% +$1.3M 0.09% 234
2016
Q3 		$618K Buy
9,164
+2,938
+47% +$199K 0.03% 491
2016
Q2 		$411K Sell
6,226
-82,029
-93% -$5.39M 0.02% 621
2016
Q1 		$7.81M Buy
88,255
+84,596
+2,312% +$5.27M 1.07% 12
2015
Q4 		$236K Buy
+3,659
New +$237K 0.02% 767

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors's QUAL Position: Q2 2026 in Review

IFP Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 15% in Q2 2026, selling an estimated $1.96M and leaving 51,558 shares worth $11.3M. The position accounts for 0.2% of the portfolio, ranked #109.

IFP Advisors first reported a position in QUAL in Q4 2015 and has held it in 42 quarters since. The position peaked at $23.8M in Q2 2025. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • IFP Advisors held 51,558 shares of iShares MSCI USA Quality Factor ETF worth $11.3M as of Q2 2026.
  • IFP Advisors sold 9,357 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.96M.
  • iShares MSCI USA Quality Factor ETF made up 0.2% of IFP Advisors's portfolio in Q2 2026, its #109 holding.
  • IFP Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares MSCI USA Quality Factor ETF position peaked at $23.8M in Q2 2025.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.