Summit Investment Advisory Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Summit Investment Advisory Services’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	$264K	Buy	1,378 +3	+0.2%	+$601	0.1%	65
2025 Q4	$273K	Buy	1,375 +4	+0.3%	+$786	0.1%	67
2025 Q3	$267K	Buy	1,371 +4	+0.3%	+$750	0.11%	63
2025 Q2	$250K	Buy	1,367 +3	+0.2%	+$518	0.11%	61
2025 Q1	$233K	Sell	1,364 -217	-14%	-$38.9K	0.11%	63
2024 Q4	$282K	Buy	1,581 +4	+0.3%	+$727	0.15%	55
2024 Q3	$283K	Buy	+1,577	New	+$274K	0.15%	55
2024 Q2	–	Sell	-2,036	Closed	-$335K	–	81
2024 Q1	$335K	Buy	2,036 +470	+30%	+$73.4K	0.2%	47
2023 Q4	$230K	Buy	+1,566	New	+$217K	0.15%	55

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Investment Advisory Services's QUAL Position: Q1 2026 in Review

Summit Investment Advisory Services increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.22% in Q1 2026, buying an estimated $601 and bringing the position to 1,378 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #65.

Summit Investment Advisory Services first reported a position in QUAL in Q4 2023 and has held it in 9 quarters since. The position peaked at $335K in Q1 2024. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Summit Investment Advisory Services held 1,378 shares of iShares MSCI USA Quality Factor ETF worth $264K as of Q1 2026.
Summit Investment Advisory Services bought 3 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $601.
iShares MSCI USA Quality Factor ETF made up 0.1% of Summit Investment Advisory Services's portfolio in Q1 2026, its #65 holding.
Summit Investment Advisory Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 9 quarters since.
Summit Investment Advisory Services's iShares MSCI USA Quality Factor ETF position peaked at $335K in Q1 2024.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.