AWM
GARP

Avior Wealth Management’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Avior Wealth Management’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 		$5.02M Buy
60,758
+49,040
+419% +$3.72M 0.13% 143
2026
Q1 		$750K Buy
+11,718
New +$795K 0.02% 426

Other funds holding GARP

RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
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
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 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

Avior Wealth Management's GARP Position: Q2 2026 in Review

Avior Wealth Management increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 419% in Q2 2026, buying an estimated $3.72M and bringing the position to 60,758 shares worth $5.02M. The position accounts for 0.13% of the portfolio, ranked #143.

Avior Wealth Management first reported a position in GARP in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Avior Wealth Management held 60,758 shares of iShares MSCI USA Quality GARP ETF worth $5.02M as of Q2 2026.
  • Avior Wealth Management bought 49,040 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $3.72M.
  • iShares MSCI USA Quality GARP ETF made up 0.13% of Avior Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Avior Wealth Management first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.