Thurston Springer Miller Herd & Titak’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Thurston Springer Miller Herd & Titak’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	$36.4K	Hold	166	–	–	0.01%	534
2026 Q1	$31.8K	Hold	166	–	–	0.01%	652
2025 Q4	$33K	Buy	166 +26	+19%	+$5.11K	0.01%	601
2025 Q3	$27.2K	Sell	140 -210	-60%	-$39.4K	0.05%	263
2025 Q2	$64.1K	Buy	350 +34	+11%	+$5.87K	0.01%	607
2025 Q1	$54.1K	Sell	316 -171	-35%	-$30.6K	0.01%	611
2024 Q4	$86.8K	Buy	487 +361	+287%	+$65.6K	0.02%	416
2024 Q3	$22.6K	Hold	126	–	–	0.01%	785
2024 Q2	$21.5K	Buy	+126	New	+$20.7K	0.01%	793

Other funds holding QUAL

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's QUAL Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 166 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #534.

Thurston Springer Miller Herd & Titak first reported a position in QUAL in Q2 2024 and has held it in 9 quarters since. The position peaked at $86.8K in Q4 2024. 751 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Thurston Springer Miller Herd & Titak held 166 shares of iShares MSCI USA Quality Factor ETF worth $36.4K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #534 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's iShares MSCI USA Quality Factor ETF position peaked at $86.8K in Q4 2024.
751 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.