Wolff Financial 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 | $1M | Sell |
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|
2025
Q2 | $949K | Buy |
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|
2025
Q1 | $887K | Sell |
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|
2024
Q4 | $928K | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $972K | Sell |
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|
2023
Q3 | $985K | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $2.39M | Buy |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $2.82M | Buy |
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|
2021
Q3 | $2.53M | Buy |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $741K | Buy |
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