StrongBox Wealth, LLC QUAL Holdings History
StrongBox Wealth, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, StrongBox Wealth, LLC held 58,543.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $10.70 Mil. This investment constitutes 4.06% of their stock portfolio, and StrongBox Wealth, LLC now holds 0.02% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then StrongBox Wealth, LLC has made 17 purchases of QUAL, at an average price of $123.55, for a total of 91,573.00 shares. In addition, there have been 4 sales at an average price of $116.59 for 33,030.00 shares. Based on historical transaction data and QUAL's current price of $184.48, StrongBox Wealth, LLC's estimated gain on his QUAL holdings is $3.34 Mil, reflecting a 29.50% gain to date.
StrongBox Wealth, LLC QUAL ($184.48) Holding Chart
StrongBox Wealth, LLC QUAL ($184.48) 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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