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

Base 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	$9.43M	Buy	+114,188	New	+$8.67M	4.38%	7

Other funds holding GARP

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

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

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

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

Base Wealth Management opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q2 2026: 114,188 shares worth $9.43M. The stake represents 4.38% of the portfolio and ranks #7 among its holdings.

38 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Base Wealth Management held 114,188 shares of iShares MSCI USA Quality GARP ETF worth $9.43M as of Q2 2026.
iShares MSCI USA Quality GARP ETF was a new Base Wealth Management position in Q2 2026.
iShares MSCI USA Quality GARP ETF made up 4.38% of Base Wealth Management's portfolio in Q2 2026, its #7 holding.
38 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.