QUAL ISHARES TR

Ownership history in Intelligence Driven Advisers, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Intelligence Driven Advisers, LLC reported a position in ISHARES TR (QUAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.73% (2023 Q1)
Avg. % of fund
5.49%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 66,256 -8,724 -11.6% 1.88% $13.2M $198.20
2025 Q3 REDUCED 74,980 -19,661 -20.8% 2.02% $14.6M $193.49
2025 Q2 ADDED 94,641 +2,231 +2.4% 2.61% $17.3M $181.43
2025 Q1 REDUCED 92,410 -5,115 -5.2% 3.04% $15.8M $169.22
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QUAL price (monthly, adj. close)
← Back to Intelligence Driven Advisers, LLC Holdings