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Stock Yards Bank & Trust’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Stock Yards Bank & Trust’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 		$236K Hold
1,232
– – 0.01% 370
2025
Q4 		$245K Buy
1,232
+80
+7% +$15.7K 0.01% 371
2025
Q3 		$224K Hold
1,152
– – 0.01% 371
2025
Q2 		$211K Sell
1,152
-300
-21% -$51.8K 0.01% 371
2025
Q1 		$248K Hold
1,452
– – 0.01% 349
2024
Q4 		$259K Sell
1,452
-71
-5% -$12.9K 0.01% 342
2024
Q3 		$273K Buy
1,523
+71
+5% +$12.3K 0.01% 341
2024
Q2 		$248K Sell
1,452
-100
-6% -$16.4K 0.01% 351
2024
Q1 		$255K Sell
1,552
-348
-18% -$54.4K 0.01% 361
2023
Q4 		$280K Buy
1,900
+100
+6% +$13.8K 0.01% 333
2023
Q3 		$237K Hold
1,800
– – 0.01% 345
2023
Q2 		$243K Hold
1,800
– – 0.01% 358
2023
Q1 		$223K Hold
1,800
– – 0.01% 376
2022
Q4 		$205K Sell
1,800
-148
-8% -$16.8K 0.01% 392
2022
Q3 		$202K Sell
1,948
-350
-15% -$40.9K 0.01% 390
2022
Q2 		$257K Buy
+2,298
New +$280K 0.01% 370

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

Stock Yards Bank & Trust's QUAL Position: Q1 2026 in Review

Stock Yards Bank & Trust held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 1,232 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #370.

Stock Yards Bank & Trust first reported a position in QUAL in Q2 2022 and has held it in 16 quarters since. The position peaked at $280K in Q4 2023. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Stock Yards Bank & Trust held 1,232 shares of iShares MSCI USA Quality Factor ETF worth $236K as of Q1 2026.
  • Stock Yards Bank & Trust left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #370 holding.
  • Stock Yards Bank & Trust first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2022 and has held it in 16 quarters since.
  • Stock Yards Bank & Trust's iShares MSCI USA Quality Factor ETF position peaked at $280K in Q4 2023.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.