AWA
GARP

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
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 		$9.64M Buy
+171,343
New +$9.47M 3.67% 7

Other funds holding GARP

LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

ARQ Wealth Advisors's GARP Position: Q2 2026 in Review

ARQ Wealth Advisors increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 24% in Q2 2026, buying an estimated $4.57M and bringing the position to 311,203 shares worth $24.8M. The position accounts for 3.07% of the portfolio, ranked #2.

ARQ Wealth Advisors first reported a position in GARP in Q4 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • ARQ Wealth Advisors held 311,203 shares of iShares MSCI USA Quality GARP ETF worth $24.8M as of Q2 2026.
  • ARQ Wealth Advisors bought 60,103 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $4.57M.
  • iShares MSCI USA Quality GARP ETF made up 3.07% of ARQ Wealth Advisors's portfolio in Q2 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 7 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.