Hobbs Wealth Management, LLC QUAL Holdings History
Number of Shares
50,137.00
Current Holdings Value*
$8.57 Mil
% of Portfolio
9.51%
Total Estimate Gain
$122,567.07
% of Total Estimate Gain
1.35%
Hobbs Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Hobbs Wealth Management, LLC held 50,137.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $8.57 Mil. This investment constitutes 9.51% of their stock portfolio, and Hobbs Wealth Management, LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2024Q4. And since then Hobbs Wealth Management, LLC has made 1 purchases of QUAL, at an average price of $181.42, for a total of 50,137.00 shares. Based on historical transaction data and QUAL's current price of $183.86, Hobbs Wealth Management, LLC's estimated gain on his QUAL holdings is $122,567.07, reflecting a 1.35% gain to date.
Hobbs Wealth Management, LLC QUAL ($183.86) Holding Chart
Hobbs Wealth Management, 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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