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 Q3	$1.34M	Buy	+15,661	New	+$1.29M	﹤0.01%	1038
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

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Lakeshore Capital Group Rolling Meadows, Illinois $157M AUM 15.53% 1-Year Est. Return

Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

AssetMark Inc's GARP Position: Q3 2026 in Review

AssetMark Inc opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q3 2026: 15,661 shares worth $1.34M. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in GARP as recently as Q4 2025.

AssetMark Inc first reported a position in GARP in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.82M in Q1 2025. 52 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

AssetMark Inc held 15,661 shares of iShares MSCI USA Quality GARP ETF worth $1.34M as of Q3 2026.
iShares MSCI USA Quality GARP ETF was a new AssetMark Inc position in Q3 2026.
iShares MSCI USA Quality GARP ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1038 holding.
AssetMark Inc first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 3 quarters since.
AssetMark Inc's iShares MSCI USA Quality GARP ETF position peaked at $1.82M in Q1 2025.
52 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.