INTERACTIVE FINANCIAL ADVISORS, INC. QUAL Holdings History
INTERACTIVE FINANCIAL ADVISORS, INC.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, INTERACTIVE FINANCIAL ADVISORS, INC. held 40,408.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $6.91 Mil. This investment constitutes 3.66% of their stock portfolio, and INTERACTIVE FINANCIAL ADVISORS, INC. 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 INTERACTIVE FINANCIAL ADVISORS, INC. has made 6 purchases of QUAL, at an average price of $135.08, for a total of 110,996.00 shares. In addition, there have been 2 sales at an average price of $158.39 for 70,588.00 shares. Based on historical transaction data and QUAL's current price of $180.37, INTERACTIVE FINANCIAL ADVISORS, INC.'s estimated gain on his QUAL holdings is $3.48 Mil, reflecting a 23.18% gain to date.
INTERACTIVE FINANCIAL ADVISORS, INC. QUAL ($180.37) Holding Chart
INTERACTIVE FINANCIAL ADVISORS, INC. QUAL ($180.37) 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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