WealthPlan Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

WealthPlan Investment Management’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
2025 Q3	$2.04M	Sell
2025 Q2	$7.04M	Buy
2024 Q1	–	Sell
2023 Q4	$213K	Buy
2023 Q3	–	Sell
2023 Q2	$156K	Hold
2023 Q1	$143K	Sell
2022 Q4	$234K	Sell
2022 Q3	$259K	Buy
2022 Q1	$229K	Buy