ARS Wealth Advisors Group, LLC QUAL Holdings History
ARS Wealth Advisors Group, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, ARS Wealth Advisors Group, LLC held 166,971.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $30.53 Mil. This investment constitutes 3.52% of their stock portfolio, and ARS Wealth Advisors Group, LLC now holds 0.06% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q3. And since then ARS Wealth Advisors Group, LLC has made 11 purchases of QUAL, at an average price of $133.59, for a total of 171,583.00 shares. In addition, there have been 4 sales at an average price of $177.17 for 4,612.00 shares. Based on historical transaction data and QUAL's current price of $183.86, ARS Wealth Advisors Group, LLC's estimated gain on his QUAL holdings is $8.59 Mil, reflecting a 37.49% gain to date.
ARS Wealth Advisors Group, LLC QUAL ($183.86) Holding Chart
ARS Wealth Advisors Group, LLC QUAL ($183.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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