Wise Wealth Partners QUAL — ISHARES TR

Ownership history in Wise Wealth Partners  ·  6 quarters on record

AI Ownership Summary

Wise Wealth Partners reported ISHARES TR (QUAL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 7.11% in 2024 Q4. The latest visible filing shows QUAL at 1.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QUAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wise Wealth Partners's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QUAL was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.11% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QUAL stock page Wise Wealth Partners fund profile Wise Wealth Partners full holdings
How Wise Wealth Partners held QUAL — position size vs. price
% of Fund (quarterly)    QUAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 5,184 — 0% 1.35% $994K 2026-04-21 $205.46
2025 Q4 REDUCED — — — 5,184 -74 -1.4% 1.48% $1.0M 2026-01-29 $204.30
2025 Q3 REDUCED — — — 5,258 -74 -1.4% 1.56% $1.0M 2025-10-24 $195.84
2025 Q2 REDUCED 67.6% +6.0% ❌ 5,332 -11,129 -67.6% 1.63% $975K 2025-07-23 $184.83
2025 Q1 ADDED — — — 16,461 +265 +1.6% 6.72% $2.8M 2025-04-25 $166.09
2024 Q4 INITIATED — — — 16,196 — — 7.11% $2.9M 2025-02-14 $182.89

🏢 Other funds also holding QUAL

As of 2026 Q1 — sorted by position size

LIFE LINE WEALTH MANAGEMENT LLC 21.4% Aventus Investment Advisors, Inc. 20.43% Baron Wealth Management LLC 16.1% Orgel Wealth Management, LLC 3Y 7Y 13.61% SNS Financial Group, LLC 3Y 7Y 12.9% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 10.86% Richard Bernstein Advisors LLC 3Y 7Y 10.27% Wealth Group Ltd 9.16% Aspen Wealth Management LLC 3Y 8.71% Cardinal Strategic Wealth Guidance 3Y 7.88%

FAQ About Wise Wealth Partners and QUAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wise Wealth Partners reported owning QUAL?

Wise Wealth Partners reported QUAL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported QUAL position in Wise Wealth Partners's portfolio?

The largest reported portfolio weight for QUAL was 7.11% in 2024 Q4.

What is the latest reported QUAL position on this page?

The most recent filing on this page is 2026 Q1, when Wise Wealth Partners reported 5,184 shares, equal to 1.35% of portfolio, with an estimated market value of $994K.

What does the chart on this QUAL ownership page compare?

The chart compares Wise Wealth Partners's quarterly QUAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wise Wealth Partners time their QUAL position?

Based on 13F filing dates vs. subsequent QUAL price moves, Wise Wealth Partners correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on QUAL relative to SPY over the holding period was -3.8%.

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