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Yarger Wealth Strategies’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Yarger Wealth Strategies’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 		$727K Buy
3,307
+111
+3% +$23.3K 0.26% 69
2026
Q1 		$613K Buy
3,196
+13
+0.4% +$2.61K 0.25% 67
2025
Q4 		$632K Buy
3,183
+102
+3% +$20K 0.27% 61
2025
Q3 		$599K Buy
3,081
+195
+7% +$36.6K 0.27% 59
2025
Q2 		$528K Buy
2,886
+6
+0.2% +$1.03K 0.28% 59
2025
Q1 		$492K Sell
2,880
-901
-24% -$161K 0.29% 54
2024
Q4 		$673K Buy
3,781
+11
+0.3% +$2K 0.39% 44
2024
Q3 		$676K Buy
3,770
+9
+0.2% +$1.56K 0.37% 43
2024
Q2 		$642K Buy
3,761
+7
+0.2% +$1.15K 0.39% 42
2024
Q1 		$617K Sell
3,754
-8
-0.2% -$1.25K 0.42% 42
2023
Q4 		$554K Buy
3,762
+26
+0.7% +$3.6K 0.45% 37
2023
Q3 		$492K Hold
3,736
– – 0.42% 38
2023
Q2 		$504K Sell
3,736
-53
-1% -$6.74K 0.45% 39
2023
Q1 		$470K Buy
3,789
+65
+2% +$7.8K 0.52% 34
2022
Q4 		$424K Buy
3,724
+15
+0.4% +$1.7K 0.53% 33
2022
Q3 		$385K Buy
3,709
+18
+0.5% +$2.1K 0.51% 33
2022
Q2 		$426K Buy
3,691
+727
+25% +$88.7K 0.55% 33
2022
Q1 		$399K Buy
2,964
+529
+22% +$70.2K 0.52% 34
2021
Q4 		$354K Buy
+2,435
New +$344K 0.38% 36

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Yarger Wealth Strategies's QUAL Position: Q2 2026 in Review

Yarger Wealth Strategies increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.5% in Q2 2026, buying an estimated $23.3K and bringing the position to 3,307 shares worth $727K. The position accounts for 0.26% of the portfolio, ranked #69.

Yarger Wealth Strategies first reported a position in QUAL in Q4 2021 and has held it in 19 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Yarger Wealth Strategies held 3,307 shares of iShares MSCI USA Quality Factor ETF worth $727K as of Q2 2026.
  • Yarger Wealth Strategies bought 111 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $23.3K.
  • iShares MSCI USA Quality Factor ETF made up 0.26% of Yarger Wealth Strategies's portfolio in Q2 2026, its #69 holding.
  • Yarger Wealth Strategies first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.