WJ Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.24M | Sell |
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|
2025
Q2 | $16.9M | Sell |
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|
2025
Q1 | $17M | Sell |
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|
2024
Q4 | $23.9M | Sell |
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|
2024
Q3 | $24M | Sell |
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|
2024
Q2 | $24.1M | Buy |
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|
2024
Q1 | $23M | Buy |
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|
2023
Q4 | $20.2M | Buy |
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|
2023
Q3 | $16.7M | Buy |
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|
2023
Q2 | $16.6M | Buy |
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|
2023
Q1 | $8.21M | Buy |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $328K | Buy |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $653K | Buy |
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|
2021
Q3 | $544K | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $227K | Sell |
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|
2020
Q4 | $298K | Sell |
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|
2020
Q3 | $286K | Sell |
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|
2020
Q2 | $619K | Buy |
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|
2020
Q1 | $519K | Sell |
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|
2019
Q4 | $758K | Buy |
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