Cambridge Investment Research Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Cambridge Investment Research 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 Q1	$34.3M	Buy	536,662 +7,046	+1%	+$478K	0.09%	219
2025 Q4	$36.1M	Buy	529,616 +39,115	+8%	+$2.63M	0.1%	205
2025 Q3	$32.2M	Buy	490,501 +28,975	+6%	+$1.81M	0.09%	225
2025 Q2	$27.9M	Buy	461,526 +113,500	+33%	+$6.18M	0.08%	241
2025 Q1	$17.8M	Buy	348,026 +151,190	+77%	+$8.45M	0.06%	320
2024 Q4	$11.1M	Buy	196,836 +26,466	+16%	+$1.46M	0.04%	451
2024 Q3	$9.1M	Buy	170,370 +23,307	+16%	+$1.2M	0.03%	544
2024 Q2	$7.63M	Buy	+147,063	New	+$7.1M	0.03%	569

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 $1.9B AUM 14.38% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return

IFG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's GARP Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 1.3% in Q1 2026, buying an estimated $478K and bringing the position to 536,662 shares worth $34.3M. The position accounts for 0.09% of the portfolio, ranked #219.

Cambridge Investment Research Advisors first reported a position in GARP in Q2 2024 and has held it in 8 quarters since. The position peaked at $36.1M in Q4 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

Cambridge Investment Research Advisors held 536,662 shares of iShares MSCI USA Quality GARP ETF worth $34.3M as of Q1 2026.
Cambridge Investment Research Advisors bought 7,046 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $478K.
iShares MSCI USA Quality GARP ETF made up 0.09% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #219 holding.
Cambridge Investment Research Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2024 and has held it in 8 quarters since.
Cambridge Investment Research Advisors's iShares MSCI USA Quality GARP ETF position peaked at $36.1M in Q4 2025.
139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.