Affinia Financial Group, LLC / QUAL
Affinia Financial Group, LLC’s Ishares Tr Position
Does Affinia Financial Group, LLC own Ishares Tr (QUAL)? Not currently — the last reported position was 42.1K shares worth $4M in Q4 2019; the fund’s latest 13F (Q2 2023) no longer reports it.
Position Value
$4M
Q4 2019
Shares
42.1K
% of Portfolio
+2.38%
Quarters Held
1
position exited
Position History QUAL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2019 | 42.1K | $4M | +2.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Affinia Financial Group, LLC’s full portfolio or all institutional holders of QUAL.