Integrated Advisors Network
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Integrated Advisors Network’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Integrated Advisors Network’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
Q3 		$810K Buy
14,572
+1,212
+9% +$67K 0.04% 363
2026
Q2 		$733K Sell
13,360
-44,732
-77% -$2.35M 0.03% 391
2026
Q1 		$2.79M Buy
58,092
+352
+0.6% +$17.6K 0.15% 163
2025
Q4 		$2.87M Sell
57,740
-25,728
-31% -$1.26M 0.13% 175
2025
Q3 		$4.06M Buy
83,468
+3,660
+5% +$172K 0.17% 144
2025
Q2 		$3.65M Buy
79,808
+12,212
+18% +$527K 0.16% 151
2025
Q1 		$2.89M Buy
67,596
+33,640
+99% +$1.51M 0.15% 158
2024
Q4 		$1.51M Buy
33,956
+2,244
+7% +$102K 0.07% 242
2024
Q3 		$1.42M Buy
31,712
+1,288
+4% +$55.8K 0.07% 258
2024
Q2 		$1.3M Buy
30,424
+584
+2% +$24K 0.07% 263
2024
Q1 		$1.23M Sell
29,840
-340
-1% -$13.3K 0.06% 278
2023
Q4 		$1.11M Buy
30,180
+264
+0.9% +$9.14K 0.06% 272
2023
Q3 		$986K Sell
29,916
-208
-0.7% -$7.1K 0.06% 282
2023
Q2 		$1.02M Sell
30,124
-72
-0.2% -$2.29K 0.06% 286
2023
Q1 		$937K Sell
30,196
-268
-0.9% -$8.04K 0.06% 300
2022
Q4 		$868K Sell
30,464
-36
-0.1% -$1.02K 0.06% 320
2022
Q3 		$793K Sell
30,500
-12,720
-29% -$372K 0.05% 315
2022
Q2 		$1.21M Sell
43,220
-188
-0.4% -$5.74K 0.08% 248
2022
Q1 		$1.46M Sell
43,408
-17,684
-29% -$587K 0.09% 239
2021
Q4 		$2.22M Buy
61,092
+8,264
+16% +$292K 0.13% 174
2021
Q3 		$1.74M Buy
52,828
+45,384
+610% +$1.56M 0.12% 183
2021
Q2 		$247K Buy
+7,444
New +$239K 0.02% 523

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Integrated Advisors Network's QUAL Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.1% in Q3 2026, buying an estimated $67K and bringing the position to 14,572 shares worth $810K. The position accounts for 0.04% of the portfolio, ranked #363.

Integrated Advisors Network first reported a position in QUAL in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.06M in Q3 2025. 1,079 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Integrated Advisors Network held 14,572 shares of iShares MSCI USA Quality Factor ETF worth $810K as of Q3 2026.
  • Integrated Advisors Network bought 1,212 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $67K.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of Integrated Advisors Network's portfolio in Q3 2026, its #363 holding.
  • Integrated Advisors Network first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2021 and has held it in 22 quarters since.
  • Integrated Advisors Network's iShares MSCI USA Quality Factor ETF position peaked at $4.06M in Q3 2025.
  • 1,079 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.