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Ishares Msci Usa Quality Facto invalid shares owned by Flywheel Private Wealth

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

Historical chart of Flywheel Private Wealth 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 Flywheel Private Wealth 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 Flywheel Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 14k 194.50
2025-06-30 $2.6M 14k 182.82
2025-03-31 $2.4M 14k 170.89
2024-12-31 $2.5M 14k 178.08

More positions owned by Flywheel Private Wealth

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Tr Ishares New (IAU)

View all positions for Flywheel Private Wealth

Top funds holding Ishares Msci Usa Quality Facto invalid

Envestnet Asset Management
LPL Financial
FMR
Morgan Stanley
Pnc Financial Services
Jpmorgan Chase & Co
Ameriprise Financial
BlackRock
Wells Fargo & Company
UBS Group
HPM Partners
CWM
M^T Bank Corporation
Orgel Wealth Management
Keybank National Association

View all funds holding Ishares Msci Usa Quality Facto invalid