WJ Wealth Management, LLC QUAL Holdings History
WJ Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, WJ Wealth Management, LLC held 99,472.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $17.00 Mil. This investment constitutes 6.01% of their stock portfolio, and WJ Wealth Management, LLC now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then WJ Wealth Management, LLC has made 11 purchases of QUAL, at an average price of $124.29, for a total of 148,055.00 shares. In addition, there have been 7 sales at an average price of $168.81 for 48,583.00 shares. Based on historical transaction data and QUAL's current price of $186.15, WJ Wealth Management, LLC's estimated gain on his QUAL holdings is $8.32 Mil, reflecting a 45.19% gain to date.
WJ Wealth Management, LLC QUAL ($186.15) Holding Chart
WJ Wealth Management, LLC QUAL ($186.15) 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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