Position history for &PARTNERS's holdings in ISHARES TR
&PARTNERS holds 665,712 shares of QUAL (ISHARES TR), worth $127.9M as of 2026-Q1. The position was increased (+9.2% shares). QUAL represents 0.6% of &PARTNERS's portfolio.
Current Value
$127.9M
Current Shares
665,712
Total Value Change
+$124.7M
Total Shares Change
+646,803
Other major holders of QUAL: Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 665,712 |
+9.2% |
| $127.9M |
| 0.6% |
| $202.29 |
46 |
| 2025-Q4 | Decreased | 609,636 | -4.1% | $121.1M | 0.6% | $200.10 | 0 |
| 2025-Q3 | Increased | 635,580 | +13.8% | $123.5M | 0.8% | $192.77 | 48 |
| 2025-Q2 | Increased | 558,578 | +475.8% | $102.6M | 0.8% | $180.59 | 68 |
| 2025-Q1 | Decreased | 97,006 | -1.8% | $16.5M | 0.2% | $168.31 | 0 |
| 2024-Q4 | Increased | 98,800 | +25.1% | $17.7M | 0.2% | $176.81 | 41 |
| 2024-Q3 | Increased | 78,998 | +317.8% | $14.3M | 0.3% | $176.39 | 54 |
| 2024-Q2 | Increased | 18,909 | +69.2% | $3.2M | 0.1% | $168.05 | 47 |