YWM
Yoder Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14M | Sell |
44,730
-1,033
| -2% | -$188K | 4.24% | 5 |
|
|
2025
Q1 | $7.8M | Sell |
45,763
-552
| -1% | -$94K | 4.39% | 4 |
|
|
2024
Q4 | $8.22M | Sell |
46,315
-443
| -0.9% | -$78.6K | 4.54% | 5 |
|
|
2024
Q3 | $8.35M | Sell |
46,758
-316
| -0.7% | -$56.4K | 5.02% | 3 |
|
|
2024
Q2 | $8.01M | Sell |
47,074
-1,309
| -3% | -$223K | 5.19% | 2 |
|
|
2024
Q1 | $7.93M | Sell |
48,383
-1,308
| -3% | -$214K | 5.18% | 4 |
|
|
2023
Q4 | $7.31M | Sell |
49,691
-1,924
| -4% | -$283K | 5.15% | 4 |
|
|
2023
Q3 | $6.81M | Sell |
51,615
-2,328
| -4% | -$307K | 5.62% | 5 |
|
|
2023
Q2 | $7.28M | Sell |
53,943
-2,861
| -5% | -$386K | 5.73% | 5 |
|
|
2023
Q1 | $7.05M | Buy |
+56,804
| New | +$7.05M | 5.86% | 5 |
|