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Investors Research Corp’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Investors Research Corp’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 		$1.63M Sell
7,412
-107
-1% -$22.4K 0.29% 52
2026
Q1 		$1.44M Buy
7,519
+384
+5% +$77K 0.28% 57
2025
Q4 		$1.42M Sell
7,135
-21
-0.3% -$4.13K 0.26% 66
2025
Q3 		$1.39M Buy
7,156
+496
+7% +$93.1K 0.26% 71
2025
Q2 		$1.22M Buy
6,660
+665
+11% +$115K 0.24% 82
2025
Q1 		$1.02M Buy
5,995
+447
+8% +$80K 0.22% 99
2024
Q4 		$988K Buy
5,548
+244
+5% +$44.3K 0.22% 99
2024
Q3 		$951K Buy
5,304
+230
+5% +$39.9K 0.21% 110
2024
Q2 		$866K Buy
5,074
+497
+11% +$81.6K 0.2% 115
2024
Q1 		$752K Buy
4,577
+268
+6% +$41.9K 0.18% 147
2023
Q4 		$634K Buy
4,309
+234
+6% +$32.4K 0.15% 172
2023
Q3 		$537K Buy
4,075
+66
+2% +$9.01K 0.14% 192
2023
Q2 		$541K Buy
4,009
+96
+2% +$12.2K 0.14% 195
2023
Q1 		$485K Buy
3,913
+132
+3% +$15.8K 0.13% 211
2022
Q4 		$431K Buy
3,781
+463
+14% +$52.5K 0.12% 225
2022
Q3 		$345K Buy
3,318
+638
+24% +$74.6K 0.11% 238
2022
Q2 		$299K Buy
2,680
+670
+33% +$81.8K 0.09% 257
2022
Q1 		$271K Buy
2,010
+581
+41% +$77.1K 0.08% 280
2021
Q4 		$208K Buy
1,429
+371
+35% +$52.4K 0.06% 303
2021
Q3 		$139K Buy
1,058
+286
+37% +$39.3K 0.05% 353
2021
Q2 		$103K Buy
772
+369
+92% +$47.3K 0.04% 397
2021
Q1 		$49K Buy
403
+222
+123% +$26.2K 0.02% 518
2020
Q4 		$21K Buy
181
+85
+89% +$9.36K 0.01% 727
2020
Q3 		$10K Buy
96
+42
+78% +$4.3K ﹤0.01% 831
2020
Q2 		$5K Buy
54
+12
+29% +$1.1K ﹤0.01% 918
2020
Q1 		$3K Buy
42
+30
+250% +$2.86K ﹤0.01% 990
2019
Q4 		$1K Buy
12
+6
+100% +$578 ﹤0.01% 1086
2019
Q3 		$1K Buy
+6
New +$552 ﹤0.01% 1093

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Investors Research Corp's QUAL Position: Q2 2026 in Review

Investors Research Corp reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.4% in Q2 2026, selling an estimated $22.4K and leaving 7,412 shares worth $1.63M. The position accounts for 0.29% of the portfolio, ranked #52.

Investors Research Corp first reported a position in QUAL in Q3 2019 and has held it in 28 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Investors Research Corp held 7,412 shares of iShares MSCI USA Quality Factor ETF worth $1.63M as of Q2 2026.
  • Investors Research Corp sold 107 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $22.4K.
  • iShares MSCI USA Quality Factor ETF made up 0.29% of Investors Research Corp's portfolio in Q2 2026, its #52 holding.
  • Investors Research Corp first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.