Number of Shares
94,641.00
Current Holdings Value*
$17.30 Mil
% of Portfolio
2.61%
Total Estimate Gain
$18.13 Mil
% of Total Estimate Gain
38.98%

Intelligence Driven Advisers, LLC's iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-06-30, Intelligence Driven Advisers, LLC held 94,641.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $17.30 Mil. This investment constitutes 2.61% of their stock portfolio, and Intelligence Driven Advisers, LLC now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2020Q3. And since then Intelligence Driven Advisers, LLC has made 11 purchases of QUAL, at an average price of $111.78, for a total of 416,093.00 shares. In addition, there have been 9 sales at an average price of $147.32 for 321,452.00 shares. Based on historical transaction data and QUAL's current price of $182.62, Intelligence Driven Advisers, LLC's estimated gain on his QUAL holdings is $18.13 Mil, reflecting a 38.98% gain to date.

Intelligence Driven Advisers, LLC QUAL ($182.62) Holding Chart

Intelligence Driven Advisers, LLC QUAL ($182.62) 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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