JDM Financial Group’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	$446K	Sell	2,441 -429	-15%	-$78.4K	0.21%	38
2025 Q1	$490K	Hold	2,870	–	–	0.25%	34
2024 Q4	$511K	Buy	2,870 +1,906	+198%	+$339K	0.27%	31
2024 Q3	$173K	Buy	+964	New	+$173K	0.09%	51