Intrua Financial’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Intrua Financial’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	$410K	Buy	1,869 +197	+12%	+$41.3K	0.04%	329
2026 Q1	$321K	Buy	1,672 +151	+10%	+$30.3K	0.03%	351
2025 Q4	$302K	Buy	1,521 +106	+7%	+$20.8K	0.03%	360
2025 Q3	$275K	Buy	+1,415	New	+$265K	0.03%	372
2022 Q3	–	Sell	-1,891	Closed	-$211K	–	348
2022 Q2	$211K	Sell	1,891 -5,811	-75%	-$709K	0.04%	341
2022 Q1	$1.04M	Sell	7,702 -561	-7%	-$74.5K	0.19%	114
2021 Q4	$1.2M	Sell	8,263 -1,808	-18%	-$256K	0.21%	107
2021 Q3	$1.41M	Buy	10,071 +3,995	+66%	+$549K	0.26%	88
2021 Q2	$844K	Buy	6,076 +472	+8%	+$60.5K	0.2%	104
2021 Q1	$714K	Buy	+5,604	New	+$662K	0.18%	123
2020 Q3	–	Sell	-6,503	Closed	-$677K	–	264
2020 Q2	$677K	Buy	+6,503	New	+$597K	0.26%	86

Other funds holding QUAL

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Intrua Financial's QUAL Position: Q2 2026 in Review

Intrua Financial increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 12% in Q2 2026, buying an estimated $41.3K and bringing the position to 1,869 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #329.

Intrua Financial first reported a position in QUAL in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.41M in Q3 2021. 845 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Intrua Financial held 1,869 shares of iShares MSCI USA Quality Factor ETF worth $410K as of Q2 2026.
Intrua Financial bought 197 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $41.3K.
iShares MSCI USA Quality Factor ETF made up 0.04% of Intrua Financial's portfolio in Q2 2026, its #329 holding.
Intrua Financial first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2020 and has held it in 11 quarters since.
Intrua Financial's iShares MSCI USA Quality Factor ETF position peaked at $1.41M in Q3 2021.
845 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.