Number of Shares
496,946.00
Current Holdings Value*
$90.85 Mil
% of Portfolio
11.94%
Total Estimate Gain
$26.13 Mil
% of Total Estimate Gain
37.00%

HOWARD FINANCIAL SERVICES, LTD.'s iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-06-30, HOWARD FINANCIAL SERVICES, LTD. held 496,946.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $90.85 Mil. This investment constitutes 11.94% of their stock portfolio, and HOWARD FINANCIAL SERVICES, LTD. now holds 0.17% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2020Q2. And since then HOWARD FINANCIAL SERVICES, LTD. has made 17 purchases of QUAL, at an average price of $130.52, for a total of 541,057.00 shares. In addition, there have been 4 sales at an average price of $120.07 for 44,111.00 shares. Based on historical transaction data and QUAL's current price of $184.03, HOWARD FINANCIAL SERVICES, LTD.'s estimated gain on his QUAL holdings is $26.13 Mil, reflecting a 37.00% gain to date.

HOWARD FINANCIAL SERVICES, LTD. QUAL ($184.03) Holding Chart

HOWARD FINANCIAL SERVICES, LTD. QUAL ($184.03) 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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