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Ishares Msci Usa Quality Facto invalid shares owned by Elk River Wealth Management

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Elk River Wealth Management from 13F filings

Historical chart of Elk River Wealth Management investment in Ishares Msci Usa Quality Facto invalid

Tip: Access up to 7 years of quarterly data

All positions including Ishares Msci Usa Quality Facto invalid held by Elk River Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Msci Usa Quality Facto invalid by Elk River Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 17k 164.35
2023-12-31 $10M 70k 147.24
2023-09-30 $9.7M 73k 132.30
2023-06-30 $9.7M 72k 134.87
2023-03-31 $9.2M 74k 124.07
2022-12-31 $8.6M 76k 113.96
2022-09-30 $8.2M 79k 103.94

More positions owned by Elk River Wealth Management

Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Msci Usa Value (VLUE)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Mastercard Incorporated Cl A (MA)
Pulte (PHM)
Intuit (INTU)

View all positions for Elk River Wealth Management

Top funds holding Ishares Msci Usa Quality Facto invalid

Pnc Financial Services
Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
CWM
Wells Fargo & Company
M^T Bank Corporation
Envestnet Portfolio Solutions
Ronald Blue Trust
Advisor Group Holdings
Mercer Global Advisors
HPM Partners
Bank of New York Mellon
Facet Wealth
Park Avenue Securities

View all funds holding Ishares Msci Usa Quality Facto invalid