Institute for Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.43M | Sell |
|
|||||
|
2025
Q2 | $2.58M | Sell |
|
|||||
|
2025
Q1 | $2.71M | Sell |
|
|||||
|
2024
Q4 | $3.54M | Sell |
|
|||||
|
2024
Q3 | $3.87M | Sell |
|
|||||
|
2024
Q2 | $3.72M | Sell |
|
|||||
|
2024
Q1 | $3.92M | Sell |
|
|||||
|
2023
Q4 | $3.73M | Buy |
|
|||||
|
2023
Q3 | $3.3M | Sell |
|
|||||
|
2023
Q2 | $3.41M | Sell |
|
|||||
|
2023
Q1 | $3.29M | Sell |
|
|||||
|
2022
Q4 | $3.2M | Sell |
|
|||||
|
2022
Q3 | $3.17M | Sell |
|
|||||
|
2022
Q2 | $3.55M | Sell |
|
|||||
|
2022
Q1 | $4.56M | Sell |
|
|||||
|
2021
Q4 | $5.04M | Sell |
|
|||||
|
2021
Q3 | $5.06M | Sell |
|
|||||
|
2021
Q2 | $5.14M | Sell |
|
|||||
|
2021
Q1 | $4.78M | Sell |
|
|||||
|
2020
Q4 | $5.08M | Sell |
|
|||||
|
2020
Q3 | $4.6M | Buy |
|
|||||
|
2020
Q2 | $4.22M | Sell |
|
|||||
|
2020
Q1 | $4.29M | Buy |
|
|||||
|
2019
Q4 | $4.81M | Buy |
|
|||||
|
2015
Q4 | $5.54M | Buy |
|
|||||
|
2015
Q3 | $2.92M | Buy |
|