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Sanchez Wealth Management Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sanchez Wealth Management Group’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$247K Hold
1,285
– – 0.05% 50
2025
Q4 		$255K Sell
1,285
-104
-7% -$20.4K 0.05% 48
2025
Q3 		$270K Sell
1,389
-78
-5% -$14.6K 0.06% 41
2025
Q2 		$268K Sell
1,467
-462
-24% -$79.7K 0.06% 40
2025
Q1 		$330K Sell
1,929
-495
-20% -$88.6K 0.09% 38
2024
Q4 		$432K Buy
+2,424
New +$440K 0.12% 35
2022
Q3 		– Sell
-177,138
Closed -$19.8M – 34
2022
Q2 		$19.8M Buy
177,138
+835
+0.5% +$102K 9.84% 3
2022
Q1 		$23.7M Buy
176,303
+2,623
+2% +$348K 9.98% 3
2021
Q4 		$25.3M Sell
173,680
-9,468
-5% -$1.34M 10.66% 3
2021
Q3 		$24.1M Buy
183,148
+4,797
+3% +$660K 10.83% 3
2021
Q2 		$23.7M Buy
178,351
+5,240
+3% +$672K 10.82% 3
2021
Q1 		$21.1M Buy
173,111
+1,492
+0.9% +$176K 10.72% 4
2020
Q4 		$19.9M Sell
171,619
-71,167
-29% -$7.84M 10.72% 4
2020
Q3 		$25.2M Buy
242,786
+7,037
+3% +$721K 14.89% 2
2020
Q2 		$22.6M Buy
235,749
+4,292
+2% +$394K 15.07% 2
2020
Q1 		$18.8M Buy
231,457
+505
+0.2% +$48.2K 17.05% 2
2019
Q4 		$23.3M Buy
230,952
+73,368
+47% +$7.07M 16.9% 2
2019
Q3 		$14.6M Buy
157,584
+15,704
+11% +$1.44M 12.01% 2
2019
Q2 		$13M Buy
141,880
+5,858
+4% +$527K 11.18% 3
2019
Q1 		$12M Buy
136,022
+36,627
+37% +$3.08M 10.75% 3
2018
Q4 		$7.63M Buy
+99,395
New +$8.25M 8.42% 4

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanchez Wealth Management Group's QUAL Position: Q1 2026 in Review

Sanchez Wealth Management Group held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 1,285 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #50.

Sanchez Wealth Management Group first reported a position in QUAL in Q4 2018 and has held it in 21 quarters since. The position peaked at $25.3M in Q4 2021. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Sanchez Wealth Management Group held 1,285 shares of iShares MSCI USA Quality Factor ETF worth $247K as of Q1 2026.
  • Sanchez Wealth Management Group left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Sanchez Wealth Management Group's portfolio in Q1 2026, its #50 holding.
  • Sanchez Wealth Management Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and has held it in 21 quarters since.
  • Sanchez Wealth Management Group's iShares MSCI USA Quality Factor ETF position peaked at $25.3M in Q4 2021.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.