SAI
Savvy Advisors Inc’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 | $2.98M | Buy |
16,327
+4,504
| +38% | +$823K | 0.2% | 77 |
|
|
2025
Q1 | $2.02M | Buy |
11,823
+6,843
| +137% | +$1.17M | 0.2% | 83 |
|
|
2024
Q4 | $887K | Buy |
4,980
+36
| +0.7% | +$6.41K | 0.11% | 158 |
|
|
2024
Q3 | $887K | Buy |
4,944
+868
| +21% | +$156K | 0.18% | 117 |
|
|
2024
Q2 | $696K | Buy |
4,076
+2,848
| +232% | +$486K | 0.23% | 101 |
|
|
2024
Q1 | $202K | Buy |
+1,228
| New | +$202K | 0.12% | 214 |
|