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Venture Visionary Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Venture Visionary Partners’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
Q3 		$339K Buy
+1,527
New +$338K 0.01% 545
2025
Q3 		– Sell
-1,120
Closed -$205K – 670
2025
Q2 		$205K Buy
+1,120
New +$193K 0.01% 566
2022
Q3 		– Sell
-678
Closed -$75.8K – 1280
2022
Q2 		$75.8K Buy
+678
New +$82.7K 0.01% 681

Other funds holding QUAL

TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Venture Visionary Partners's QUAL Position: Q3 2026 in Review

Venture Visionary Partners opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2026: 1,527 shares worth $339K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in QUAL as recently as Q2 2025.

Venture Visionary Partners first reported a position in QUAL in Q2 2022 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Venture Visionary Partners held 1,527 shares of iShares MSCI USA Quality Factor ETF worth $339K as of Q3 2026.
  • iShares MSCI USA Quality Factor ETF was a new Venture Visionary Partners position in Q3 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #545 holding.
  • Venture Visionary Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2022 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.