Integrity Wealth Solutions’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Integrity Wealth Solutions’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	$256K	Sell	1,167 -131	-10%	-$27.5K	0.09%	109
2026 Q1	$249K	Sell	1,298 -246	-16%	-$49.3K	0.1%	107
2025 Q4	$307K	Buy	1,544 +2	+0.1%	+$393	0.12%	99
2025 Q3	$300K	Sell	1,542 -57	-4%	-$10.7K	0.13%	92
2025 Q2	$292K	Buy	1,599 +107	+7%	+$18.5K	0.14%	92
2025 Q1	$255K	Sell	1,492 -19	-1%	-$3.4K	0.14%	93
2024 Q4	$269K	Sell	1,511 -76	-5%	-$13.8K	0.15%	82
2024 Q3	$285K	Buy	1,587 +2	+0.1%	+$347	0.17%	76
2024 Q2	$271K	Buy	1,585 +1	+0.1%	+$164	0.18%	75
2024 Q1	$260K	Sell	1,584 -16	-1%	-$2.5K	0.17%	82
2023 Q4	$235K	Buy	+1,600	New	+$221K	0.16%	84

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

Integrity Wealth Solutions's QUAL Position: Q2 2026 in Review

Integrity Wealth Solutions reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 10% in Q2 2026, selling an estimated $27.5K and leaving 1,167 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #109.

Integrity Wealth Solutions first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $307K in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Integrity Wealth Solutions held 1,167 shares of iShares MSCI USA Quality Factor ETF worth $256K as of Q2 2026.
Integrity Wealth Solutions sold 131 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $27.5K.
iShares MSCI USA Quality Factor ETF made up 0.09% of Integrity Wealth Solutions's portfolio in Q2 2026, its #109 holding.
Integrity Wealth Solutions first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
Integrity Wealth Solutions's iShares MSCI USA Quality Factor ETF position peaked at $307K in Q4 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.