LVW Advisors’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 | $555K | Buy |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $333K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Sell |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $212K | Sell |
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|
2021
Q2 | $440K | Sell |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $580K | Sell |
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|
2020
Q3 | $610K | Sell |
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|
2020
Q2 | $4.34M | Buy |
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|
2020
Q1 | $3.52M | Buy |
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|
2019
Q4 | $3.63M | Buy |
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|
2019
Q3 | $1.46M | Buy |
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