Number of Shares
98,106.00
Current Holdings Value*
$16.77 Mil
% of Portfolio
3.26%
Total Estimate Gain
$9.54 Mil
% of Total Estimate Gain
35.28%

Tobias Financial Advisors, Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-03-31, Tobias Financial Advisors, Inc. held 98,106.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $16.77 Mil. This investment constitutes 3.26% of their stock portfolio, and Tobias Financial Advisors, Inc. now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2020Q2. And since then Tobias Financial Advisors, Inc. has made 14 purchases of QUAL, at an average price of $113.04, for a total of 239,239.00 shares. In addition, there have been 6 sales at an average price of $129.75 for 141,133.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Tobias Financial Advisors, Inc.'s estimated gain on his QUAL holdings is $9.54 Mil, reflecting a 35.28% gain to date.

Tobias Financial Advisors, Inc. QUAL ($186.25) Holding Chart

Tobias Financial Advisors, Inc. QUAL ($186.25) 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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