Syverson Strege & Co’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Syverson Strege & Co’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 Q2	$213K	Buy	+970	New	+$203K	0.05%	174
2025 Q4	–	Sell	-1,379	Closed	-$268K	–	176
2025 Q3	$268K	Buy	1,379 +12	+0.9%	+$2.25K	0.06%	128
2025 Q2	$250K	Buy	+1,367	New	+$236K	0.06%	138
2023 Q2	–	Sell	-175	Closed	-$21.7K	–	483
2023 Q1	$21.7K	Sell	175 -2,058	-92%	-$247K	0.01%	183
2022 Q4	$254K	Buy	2,233 +4	+0.2%	+$454	0.12%	57
2022 Q3	$232K	Buy	2,229 +4	+0.2%	+$468	0.12%	60
2022 Q2	$249K	Sell	2,225 -397	-15%	-$48.4K	0.09%	60
2022 Q1	$353K	Buy	2,622 +276	+12%	+$36.6K	0.38%	44
2021 Q4	$341K	Buy	2,346 +813	+53%	+$115K	0.25%	49
2021 Q3	$202K	Buy	1,533 +604	+65%	+$83.1K	0.16%	58
2021 Q2	$123K	Buy	929 +1	+0.1%	+$128	0.11%	84
2021 Q1	$113K	Buy	928 +253	+37%	+$29.9K	0.12%	83
2020 Q4	$78K	Buy	+675	New	+$74.3K	0.07%	95

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Syverson Strege & Co's QUAL Position: Q2 2026 in Review

Syverson Strege & Co opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 970 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings. This is a return to the name: Syverson Strege & Co previously reported a position in QUAL as recently as Q3 2025.

Syverson Strege & Co first reported a position in QUAL in Q4 2020 and has held it in 13 quarters since. The position peaked at $353K in Q1 2022. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Syverson Strege & Co held 970 shares of iShares MSCI USA Quality Factor ETF worth $213K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Syverson Strege & Co position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.05% of Syverson Strege & Co's portfolio in Q2 2026, its #174 holding.
Syverson Strege & Co first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 13 quarters since.
Syverson Strege & Co's iShares MSCI USA Quality Factor ETF position peaked at $353K in Q1 2022.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.