Victory Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Victory Financial Group’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	$2.2M	Sell	10,011 -713	-7%	-$150K	0.23%	74
2026 Q1	$2.06M	Sell	10,724 -254	-2%	-$50.9K	0.25%	67
2025 Q4	$2.18M	Buy	10,978 +8,875	+422%	+$1.74M	0.27%	60
2025 Q3	$409K	Sell	2,103 -243	-10%	-$45.6K	0.06%	165
2025 Q2	$429K	Sell	2,346 -119	-5%	-$20.5K	0.07%	134
2025 Q1	$421K	Sell	2,465 -134	-5%	-$24K	0.08%	113
2024 Q4	$463K	Buy	+2,599	New	+$472K	0.12%	83
2024 Q2	$485K	Buy	2,838 +1,233	+77%	+$202K	0.23%	47
2024 Q1	$264K	Sell	1,605 -1,649	-51%	-$258K	0.16%	46
2023 Q4	$479K	Buy	+3,254	New	+$450K	0.32%	40

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

Victory Financial Group's QUAL Position: Q2 2026 in Review

Victory Financial Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 6.6% in Q2 2026, selling an estimated $150K and leaving 10,011 shares worth $2.2M. The position accounts for 0.23% of the portfolio, ranked #74.

Victory Financial Group first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Victory Financial Group held 10,011 shares of iShares MSCI USA Quality Factor ETF worth $2.2M as of Q2 2026.
Victory Financial Group sold 713 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $150K.
iShares MSCI USA Quality Factor ETF made up 0.23% of Victory Financial Group's portfolio in Q2 2026, its #74 holding.
Victory Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.