QLTA — ISHARES TR

Ownership history in RDA Financial Network  ·  2 quarters on record

This page tracks every 13F SEC filing in which RDA Financial Network reported a position in ISHARES TR (QLTA). 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
0.07% (2025 Q3)
Avg. % of fund
0.06%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,545 +1,092 +24.5% 0.07% $269K $47.43
2025 Q2 INITIATED 4,453 — — 0.06% $213K $46.30
% of Fund (quarterly)    QLTA price (monthly, adj. close)

Other funds also holding QLTA

As of 2025 Q4 — sorted by position size

Compass Wealth Management, LLC/GA 13.33% Pacific Wealth Management 3Y 7.03% Catalyst Investment Management LLC 4.27% STERLING INVESTMENT ADVISORS LLC /ADV 3Y 7Y 3.93% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 3.49% Kelly Financial Services LLC 3.26% COLTON GROOME FINANCIAL ADVISORS, LLC 3Y 2.17% Fonville Wealth Management LLC 1.95% PETRA FINANCIAL ADVISORS INC 1.61% Composition Wealth, LLC 3Y 7Y 1.4%
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