iShares MSCI USA Quality Factor ETF (QUAL)

Market Closed

15 Oct, 08:00 PM

BATS

226. 72

+0.79

+0.3497%

48B Market Cap

1.38% Div Yield

1.73M Volume

$ 225.93

Previous Close

Investors:

TJD

+578

Add Transaction

Day Range

225.53 227.22

Year Range

185.89 228.13

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Upcoming QUAL split of 4:1 in 20 days (5 Nov 2026)

iShares MSCI USA Quality Factor ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
DK Daniel Kauper Milestone Investment Advisors LLC	1,000	$147,140	$225,930	$78,790	53.55%
Charles Mattingly Leading Edge Financial Planning LLC	2,197	$421,449.53	$498,004.97	$76,555.44	18.16%
PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC	10,250	$2.25M	$2.32M	$66,625.5	2.96%
Beth Zilka Baron Wealth Management LLC	281,840	$33.87M	$63.68M	$29.81M	88.01%
Dino Efthimiou Delta Wealth Advisors LLC	10,854	$1.78M	$2.46M	$677,736.49	37.99%
Ian Laterreur Ergawealth Advisors Inc.	4,982	$575,282.74	$1.13M	$554,111.75	96.32%
PIL PFG Investments LLC PFG Investments LLC	7,808	$1.41M	$1.77M	$357,813.33	25.31%
JC Jared Calvert Buck Wealth Strategies LLC	1,233	$270,641	$279,410.13	$8,769.13	3.24%
Michael Yoder Yoder Wealth Management Inc.	30,307	$3.76M	$6.85M	$3.09M	82.11%
Andy Warning Resolute Wealth Strategies LLC	939	$206,136	$212,148.27	$6,012.27	2.92%
Brian Lawrence North Ridge Wealth Advisors Inc.	223	$42,849	$50,641.07	$7,792.07	18.18%
Jacob Going Alpine Bank Wealth Management	84	$18,432	$18,978.12	$546.12	2.96%
CWL Channel Wealth LLC Channel Wealth LLC	1,676	$304,377.72	$380,602.83	$76,225.11	25.04%
Scott Boyce Decker Retirement Planning Inc.	262	$55,007.09	$59,193.66	$4,186.57	7.61%
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC	12	$1,578.71	$2,723.46	$1,144.75	72.51%
Gregory Bosch Strategies Wealth Advisors, LLC	277,042	$43.48M	$62.91M	$19.44M	44.71%
Alexandra Stickelman Root Financial Partners, LLC	3,497	$666,097.23	$790,077.18	$123,979.95	18.61%
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC	27,200	$4.97M	$6.15M	$1.17M	23.63%
Eugene Donato KENNEDY INVESTMENT GROUP	2,256	$416,101.17	$509,698.08	$93,596.91	22.49%
Courtney Holt Compound Planning, Inc.	30,445	$5.35M	$6.9M	$1.55M	29.08%

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