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Indiana Trust & Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Indiana Trust & 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
Q2 		$38.6K Hold
176
– – 0.01% 318
2026
Q1 		$33.8K Buy
176
+165
+1,500% +$33.1K 0.01% 320
2025
Q4 		$2.19K Hold
11
– – ﹤0.01% 452
2025
Q3 		$2.14K Hold
11
– – ﹤0.01% 444
2025
Q2 		$2.01K Hold
11
– – ﹤0.01% 458
2025
Q1 		$1.88K Hold
11
– – ﹤0.01% 451
2024
Q4 		$1.96K Hold
11
– – ﹤0.01% 457
2024
Q3 		$1.97K Buy
+11
New +$1.91K ﹤0.01% 469

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Indiana Trust & Investment Management's QUAL Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 176 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #318.

Indiana Trust & Investment Management first reported a position in QUAL in Q3 2024 and has held it in 8 quarters since. 878 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Indiana Trust & Investment Management held 176 shares of iShares MSCI USA Quality Factor ETF worth $38.6K as of Q2 2026.
  • Indiana Trust & Investment Management left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #318 holding.
  • Indiana Trust & Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 878 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.