Investment Planning Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$453K	Sell	2,478 -1,366	-36%	-$250K	0.16%	50
2025 Q1	$657K	Buy	3,844 +13	+0.3%	+$2.22K	0.27%	41
2024 Q4	$682K	Buy	3,831 +785	+26%	+$140K	0.3%	40
2024 Q3	$520K	Hold	3,046	–	–	0.27%	43
2024 Q2	$520K	Buy	+3,046	New	+$520K	0.27%	43