B&D White Capital Company’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

B&D White Capital Company’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	-203,048	Closed	-$13.8M	–	84
2025 Q4	$13.8M	Buy	203,048 +1,533	+0.8%	+$103K	1.6%	15
2025 Q3	$13.2M	Buy	+201,515	New	+$12.6M	1.69%	15

Other funds holding GARP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

B&D White Capital Company's GARP Position: Q1 2026 in Review

B&D White Capital Company sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q1 2026, closing a stake of 203,048 shares — an estimated $13.8M sold.

B&D White Capital Company first reported a position in GARP in Q3 2025 and held it in 2 quarters. The position peaked at $13.8M in Q4 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

B&D White Capital Company reported no remaining iShares MSCI USA Quality GARP ETF position as of Q1 2026 after selling out during the quarter.
B&D White Capital Company sold 203,048 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $13.8M.
B&D White Capital Company first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2025 and held it in 2 quarters.
B&D White Capital Company's iShares MSCI USA Quality GARP ETF position peaked at $13.8M in Q4 2025.
139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.