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Institute for Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Institute for Wealth 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
Q1 		$1.61M Sell
8,416
-1,499
-15% -$300K 0.17% 127
2025
Q4 		$1.97M Sell
9,915
-2,571
-21% -$505K 0.21% 105
2025
Q3 		$2.43M Sell
12,486
-1,638
-12% -$307K 0.25% 82
2025
Q2 		$2.58M Sell
14,124
-1,725
-11% -$298K 0.29% 74
2025
Q1 		$2.71M Sell
15,849
-4,041
-20% -$723K 0.35% 57
2024
Q4 		$3.54M Sell
19,890
-1,691
-8% -$307K 0.44% 40
2024
Q3 		$3.87M Sell
21,581
-232
-1% -$40.2K 0.49% 38
2024
Q2 		$3.72M Sell
21,813
-2,064
-9% -$339K 0.5% 37
2024
Q1 		$3.92M Sell
23,877
-1,450
-6% -$227K 0.51% 36
2023
Q4 		$3.73M Buy
25,327
+303
+1% +$41.9K 0.6% 33
2023
Q3 		$3.3M Sell
25,024
-259
-1% -$35.4K 0.59% 34
2023
Q2 		$3.41M Sell
25,283
-1,220
-5% -$155K 0.58% 36
2023
Q1 		$3.29M Sell
26,503
-1,591
-6% -$191K 0.63% 31
2022
Q4 		$3.2M Sell
28,094
-2,422
-8% -$275K 0.67% 26
2022
Q3 		$3.17M Sell
30,516
-1,248
-4% -$146K 0.71% 24
2022
Q2 		$3.55M Sell
31,764
-2,087
-6% -$255K 0.7% 21
2022
Q1 		$4.56M Sell
33,851
-805
-2% -$107K 0.74% 19
2021
Q4 		$5.04M Sell
34,656
-3,725
-10% -$526K 0.82% 18
2021
Q3 		$5.06M Sell
38,381
-334
-0.9% -$45.9K 0.89% 18
2021
Q2 		$5.14M Sell
38,715
-493
-1% -$63.2K 0.9% 18
2021
Q1 		$4.78M Sell
39,208
-4,553
-10% -$538K 0.91% 15
2020
Q4 		$5.08M Sell
43,761
-554
-1% -$61K 1.01% 16
2020
Q3 		$4.6M Buy
44,315
+271
+0.6% +$27.8K 1.05% 13
2020
Q2 		$4.22M Sell
44,044
-8,876
-17% -$815K 1.03% 12
2020
Q1 		$4.29M Buy
52,920
+5,325
+11% +$508K 1.32% 7
2019
Q4 		$4.81M Buy
+47,595
New +$4.58M 1.09% 11
2015
Q4 		$5.54M Buy
85,776
+37,386
+77% +$2.42M 8.27% 3
2015
Q3 		$2.92M Buy
+48,390
New +$3.05M 5.56% 5

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institute for Wealth Management's QUAL Position: Q1 2026 in Review

Institute for Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 15% in Q1 2026, selling an estimated $300K and leaving 8,416 shares worth $1.61M. The position accounts for 0.17% of the portfolio, ranked #127.

Institute for Wealth Management first reported a position in QUAL in Q3 2015 and has held it in 28 quarters since. The position peaked at $5.54M in Q4 2015. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Institute for Wealth Management held 8,416 shares of iShares MSCI USA Quality Factor ETF worth $1.61M as of Q1 2026.
  • Institute for Wealth Management sold 1,499 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $300K.
  • iShares MSCI USA Quality Factor ETF made up 0.17% of Institute for Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2015 and has held it in 28 quarters since.
  • Institute for Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $5.54M in Q4 2015.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.