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B. Riley Wealth Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

B. Riley 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
Q3 		$3.5M Buy
+41,022
New +$3.37M 0.14% 151

Other funds holding GARP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

B. Riley Wealth Advisors's GARP Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q3 2026: 41,022 shares worth $3.5M. The stake represents 0.14% of the portfolio and ranks #151 among its holdings.

18 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

  • B. Riley Wealth Advisors held 41,022 shares of iShares MSCI USA Quality GARP ETF worth $3.5M as of Q3 2026.
  • iShares MSCI USA Quality GARP ETF was a new B. Riley Wealth Advisors position in Q3 2026.
  • iShares MSCI USA Quality GARP ETF made up 0.14% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #151 holding.
  • 18 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.