Number of Shares
42,603.00
Current Holdings Value*
$7.51 Mil
% of Portfolio
5.1%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
23.49%

Certus Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-03-31, Certus Wealth Management, LLC held 42,603.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $7.51 Mil. This investment constitutes 5.1% of their stock portfolio, and Certus Wealth Management, LLC now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2023Q2. And since then Certus Wealth Management, LLC has made 6 purchases of QUAL, at an average price of $145.21, for a total of 52,763.00 shares. In addition, there have been 1 sales at an average price of $156.23 for 10,160.00 shares. Based on historical transaction data and QUAL's current price of $184.83, Certus Wealth Management, LLC's estimated gain on his QUAL holdings is $1.80 Mil, reflecting a 23.49% gain to date.

Certus Wealth Management, LLC QUAL ($184.83) Holding Chart

Certus Wealth Management, LLC QUAL ($184.83) 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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