TOBIAS FINANCIAL ADVISORS, INC.

Position in QUAL — iShares MSCI USA Quality Factor ETF

CIK 1802080 Plantation, FL

All Filings in QUAL

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 QUAL	$23,428,102	106,768	+1.0%	Shares	Sole	2026-08-25
2026-03-31 QUAL	$20,273,933	105,698	+1.8%	Shares	Sole	2026-05-13
2025-12-31 QUAL	$20,616,756	103,800	+2.8%	Shares	Sole	2026-02-13
2025-09-30 QUAL	$19,631,857	100,935	+2.6%	Shares	Sole	2025-11-03
2025-06-30 QUAL	$17,977,787	98,336	+0.2%	Shares	Sole	2025-08-13
2025-03-31 QUAL	$16,765,334	98,106	-1.1%	Shares	Sole	2025-05-15
2024-12-31 QUAL	$17,671,412	99,233	+1.2%	Shares	Sole	2025-02-13
2024-09-30 QUAL	$17,580,544	98,051	+1.5%	Shares	Sole	2024-10-30
2024-06-30 QUAL	$16,494,220	96,593	+2.8%	Shares	Sole	2024-08-13
2024-03-31 QUAL	$15,447,913	93,994	+0.9%	Shares	Sole	2024-05-03
2023-12-31 QUAL	$13,709,033	93,170	+3.8%	Shares	Sole	2024-02-14
2023-09-30 QUAL	$11,828,679	89,754	+20.8%	Shares	Sole	2023-11-03
2023-06-30 QUAL	$10,023,538	74,320	+0.6%	Shares	Sole	2023-08-03
2023-03-31 QUAL	$9,161,949	73,845	-13.1%	Shares	Sole	2023-04-24
2022-12-31 QUAL	$9,686,258	84,997	+1.9%	Shares	Sole	2023-02-13
2022-09-30 QUAL	$8,667,868	83,393	+8.1%	Shares	Sole	2022-11-14
2022-06-30 QUAL	$8,616,282	77,117	-8.0%	Shares	Sole	2022-08-12
2022-03-31 QUAL	$11,283,609	83,812	+1.1%	Shares	Sole	2022-05-09
2021-09-30 QUAL	$10,917,255	82,876	+4.1%	Shares	Sole	2021-11-15
2021-06-30 QUAL	$10,579,109	79,620	-2.5%	Shares	Sole	2021-08-12
2021-03-31 QUAL	$9,944,554	81,660	-13.1%	Shares	Sole	2021-05-07
2020-12-31 QUAL	$10,916,883	93,941	+1.8%	Shares	Sole	2021-02-12
2020-09-30 QUAL	$9,575,616	92,304	-21.3%	Shares	Sole	2020-11-05
2020-06-30 QUAL	$11,248,154	117,266	+3.2%	Shares	Sole	2020-11-05
2020-03-31 QUAL	$9,211,573	113,667	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.