Number of Shares
40,408.00
Current Holdings Value*
$6.91 Mil
% of Portfolio
3.66%
Total Estimate Gain
$3.48 Mil
% of Total Estimate Gain
23.18%

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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