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Ishares Msci Usa Quality Facto invalid shares owned by Lutz Financial Services

Quarter-by-quarter ownership of Ishares Msci Usa Quality Facto invalid (QUAL) shares owned by Lutz Financial Services from 13F filings

Historical chart of Lutz Financial Services 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 Lutz Financial Services 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 Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 73k 194.50
2025-06-30 $14M 74k 182.82
2025-03-31 $11M 64k 170.89
2024-12-31 $12M 67k 178.08
2024-09-30 $12M 68k 179.30
2024-06-30 $12M 69k 170.76
2024-03-31 $11M 69k 164.35
2023-12-31 $11M 71k 147.14
2023-09-30 $9.5M 72k 131.79
2023-06-30 $9.9M 73k 134.87
2023-03-31 $8.7M 70k 124.07
2022-12-31 $7.5M 66k 113.96
2022-09-30 $4.4M 42k 103.94
2022-06-30 $4.5M 40k 111.72
2022-03-31 $5.4M 40k 134.63
2021-12-31 $4.9M 33k 145.56
2021-09-30 $3.4M 25k 131.73
2021-06-30 $2.3M 17k 132.88
2019-12-31 $574k 5.7k 100.95
2019-09-30 $525k 5.7k 92.33
2019-06-30 $520k 5.7k 91.45
2019-03-31 $503k 5.7k 88.46
2018-12-31 $5.9M 77k 76.76
2018-09-30 $1.1M 12k 90.39