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QUAL
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Position history for OneDigital Investment Advisors LLC's holdings in ISHARES TR

OneDigital Investment Advisors LLC holds 691,130 shares of QUAL (ISHARES TR), worth $132.6M as of 2026-Q1. The position was increased (+6.3% shares). QUAL represents 1.3% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$132.6M

Current Shares

691,130

Total Value Change

-$49.1M

Total Shares Change

-372,993

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
691,130
+6.3%
$132.6M1.3%$202.29
51
2025-Q4
Decreased
650,190
-37.1%
$129.1M1.3%$200.10
0
2025-Q3
Decreased
1M
-6.3%
$201.2M2.1%$192.77
0
2025-Q2
Decreased
1.1M
-4.6%
$201.7M2.2%$180.59
0
2025-Q1
Increased
1.2M
+10.5%
$197.6M2.3%$168.31
58
2024-Q4
Decreased
1M
-2.8%
$186.4M2.2%$176.81
0
2024-Q3
Increased
1.1M
+1.3%
$193.2M2.2%$176.39
53
2024-Q2
Increased
1.1M
+43.3%
$181.7M2.3%$168.05
70

Other major holders of QUAL: ENVESTNET ASSET MANAGEMENT INC

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