Retirement Planning Group (New York)’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	$1.57M	Sell	8,614 -56	-0.6%	-$10.2K	1.38%	22
2025 Q1	$1.48M	Sell	8,670 -35	-0.4%	-$5.98K	1.51%	21
2024 Q4	$1.55M	Buy	+8,705	New	+$1.55M	1.71%	18