AssetMark Inc’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

AssetMark Inc’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 Q1	–	Sell	-618	Closed	-$42.1K	–	3618
2025 Q4	$42.1K	Buy	+618	New	+$41.6K	﹤0.01%	1775
2025 Q2	–	Sell	-35,771	Closed	-$1.82M	–	3139
2025 Q1	$1.82M	Buy	+35,771	New	+$2M	0.01%	745

Other funds holding GARP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AssetMark Inc's GARP Position: Q1 2026 in Review

AssetMark Inc sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q1 2026, closing a stake of 618 shares — an estimated $42.1K sold.

AssetMark Inc first reported a position in GARP in Q1 2025 and held it in 2 quarters. The position peaked at $1.82M in Q1 2025. 140 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

AssetMark Inc reported no remaining iShares MSCI USA Quality GARP ETF position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 618 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $42.1K.
AssetMark Inc first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and held it in 2 quarters.
AssetMark Inc's iShares MSCI USA Quality GARP ETF position peaked at $1.82M in Q1 2025.
140 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.