LWA
Lineweaver Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5M | Sell |
216,023
-26,274
| -11% | -$4.8M | 6.24% | 2 |
|
|
2025
Q1 | $41.4M | Buy |
242,297
+8,184
| +3% | +$1.4M | 7.05% | 2 |
|
|
2024
Q4 | $41.7M | Sell |
234,113
-5,544
| -2% | -$988K | 7.71% | 2 |
|
|
2024
Q3 | $43M | Buy |
239,657
+4,860
| +2% | +$871K | 8.18% | 2 |
|
|
2024
Q2 | $40.1M | Buy |
234,797
+2,150
| +0.9% | +$367K | 8.31% | 2 |
|
|
2024
Q1 | $38.2M | Buy |
232,647
+7,018
| +3% | +$1.15M | 9.08% | 2 |
|
|
2023
Q4 | $33.2M | Buy |
225,629
+22,991
| +11% | +$3.38M | 8.6% | 2 |
|
|
2023
Q3 | $26.7M | Buy |
202,638
+2,222
| +1% | +$293K | 7.77% | 2 |
|
|
2023
Q2 | $27M | Buy |
200,416
+6,186
| +3% | +$835K | 7.71% | 2 |
|
|
2023
Q1 | $24.1M | Buy |
+194,230
| New | +$24.1M | 7.4% | 2 |
|