Jackson Grant Investment Advisers’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $545K | Buy |
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|
2025
Q2 | $512K | Buy |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $479K | Buy |
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|
2024
Q3 | $482K | Buy |
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|
2024
Q2 | $458K | Buy |
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q3 | $90K | Buy |
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|
2020
Q2 | $82K | Sell |
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|
2020
Q1 | $72K | Buy |
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|
2019
Q4 | $89K | Buy |
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|
2019
Q3 | $81K | Buy |
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|
2019
Q2 | $70K | Buy |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q4 | $20K | Buy |
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|
2018
Q3 | $23K | Buy |
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|
2018
Q2 | $21K | Buy |
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|
2018
Q1 | $18K | Buy |
|