QUAL — ISHARES TR

Ownership history in Tennessee Valley Asset Management Partners  ·  17 quarters on record

This page tracks every 13F SEC filing in which Tennessee Valley Asset Management Partners 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
1.9% (2024 Q2)
Avg. % of fund
0.79%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 53,046 +2,045 +4.0% 1.37% $10.5M $198.62
2025 Q3 ADDED 51,001 +1,623 +3.3% 1.35% $9.9M $193.90
2025 Q1 ADDED 49,378 +2,199 +4.7% 1.38% $8.4M $169.58
2024 Q4 REDUCED 47,179 -2,582 -5.2% 1.41% $8.4M $176.32
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QUAL price (monthly, adj. close)

Other funds also holding QUAL

As of 2025 Q4 — sorted by position size

Valence8 US LP 3Y 21.37% BITTERROOT CAPITAL ADVISORS LLC 18.95% Baron Wealth Management LLC 17.42% LIFE LINE WEALTH MANAGEMENT LLC 14.08% LANDAAS & CO /WI /ADV 3Y 7Y 13.62% SACHEM HILL LLC 13.41% Orgel Wealth Management, LLC 3Y 7Y 13.37% SNS Financial Group, LLC 3Y 7Y 12.98% Boulder Wealth Advisors, LLC 12.33% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 11.79%
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