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 Q2	$1.63M	Sell	7,427 -989	-12%	-$207K	0.14%	143
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institute for Wealth Management's QUAL Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 12% in Q2 2026, selling an estimated $207K and leaving 7,427 shares worth $1.63M. The position accounts for 0.14% of the portfolio, ranked #143.

Institute for Wealth Management first reported a position in QUAL in Q3 2015 and has held it in 29 quarters since. The position peaked at $5.54M in Q4 2015. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Institute for Wealth Management held 7,427 shares of iShares MSCI USA Quality Factor ETF worth $1.63M as of Q2 2026.
Institute for Wealth Management sold 989 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $207K.
iShares MSCI USA Quality Factor ETF made up 0.14% of Institute for Wealth Management's portfolio in Q2 2026, its #143 holding.
Institute for Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2015 and has held it in 29 quarters since.
Institute for Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $5.54M in Q4 2015.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.