ARQ Wealth Advisors
GARP icon

ARQ Wealth Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

ARQ Wealth Advisors’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.4M Sell
309,890
-1,313
-0.4% -$108K 3.17% 2
2026
Q2 		$24.8M Buy
311,203
+60,103
+24% +$4.57M 3.07% 2
2026
Q1 		$16.1M Buy
251,100
+27,983
+13% +$1.9M 2.9% 2
2025
Q4 		$15.2M Buy
223,117
+14,536
+7% +$979K 4.1% 2
2025
Q3 		$13.7M Sell
208,581
-876
-0.4% -$54.7K 4.05% 2
2025
Q2 		$10.7M Hold
209,457
– – 3.67% 3
2025
Q1 		$10.7M Buy
209,457
+38,114
+22% +$2.13M 3.96% 3
2024
Q4 		$9.6M Buy
+171,343
New +$9.47M 3.67% 7

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Landaas & Company
Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Community Trust
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

ARQ Wealth Advisors's GARP Position: Q3 2026 in Review

ARQ Wealth Advisors reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 0.42% in Q3 2026, selling an estimated $108K and leaving 309,890 shares worth $26.4M. The position accounts for 3.17% of the portfolio, ranked #2.

ARQ Wealth Advisors first reported a position in GARP in Q4 2024 and has held it in 8 quarters since. 139 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

  • ARQ Wealth Advisors held 309,890 shares of iShares MSCI USA Quality GARP ETF worth $26.4M as of Q3 2026.
  • ARQ Wealth Advisors sold 1,313 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $108K.
  • iShares MSCI USA Quality GARP ETF made up 3.17% of ARQ Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • ARQ Wealth Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and has held it in 8 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.