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Investment Research Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Investment Research Partners’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 		$646K Sell
2,946
-1,340
-31% -$281K 0.22% 105
2026
Q1 		$822K Sell
4,286
-2,091
-33% -$419K 0.33% 75
2025
Q4 		$1.27M Buy
6,377
+2,085
+49% +$410K 0.54% 39
2025
Q3 		$851K Buy
+4,292
New +$805K 0.38% 62

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Investment Research Partners's QUAL Position: Q2 2026 in Review

Investment Research Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 31% in Q2 2026, selling an estimated $281K and leaving 2,946 shares worth $646K. The position accounts for 0.22% of the portfolio, ranked #105.

Investment Research Partners first reported a position in QUAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q4 2025. 1,358 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Investment Research Partners held 2,946 shares of iShares MSCI USA Quality Factor ETF worth $646K as of Q2 2026.
  • Investment Research Partners sold 1,340 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $281K.
  • iShares MSCI USA Quality Factor ETF made up 0.22% of Investment Research Partners's portfolio in Q2 2026, its #105 holding.
  • Investment Research Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's iShares MSCI USA Quality Factor ETF position peaked at $1.27M in Q4 2025.
  • 1,358 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.