Brookstone Capital Management
GARP icon

Brookstone Capital Management’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Brookstone Capital 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
Q3 		$686K Buy
8,041
+1,478
+23% +$122K 0.01% 828
2026
Q2 		$542K Buy
6,563
+2,629
+67% +$200K 0.01% 906
2026
Q1 		$252K Buy
+3,934
New +$267K ﹤0.01% 1089

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Resonant Capital Advisors
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Landaas & Company
Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Community Trust
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Brookstone Capital Management's GARP Position: Q3 2026 in Review

Brookstone Capital Management increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 23% in Q3 2026, buying an estimated $122K and bringing the position to 8,041 shares worth $686K. The position accounts for 0.01% of the portfolio, ranked #828.

Brookstone Capital Management first reported a position in GARP in Q1 2026 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

  • Brookstone Capital Management held 8,041 shares of iShares MSCI USA Quality GARP ETF worth $686K as of Q3 2026.
  • Brookstone Capital Management bought 1,478 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $122K.
  • iShares MSCI USA Quality GARP ETF made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #828 holding.
  • Brookstone Capital Management first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2026 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.