CAC
GARP

Certified Advisory Corp’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Certified Advisory Corp’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 		$12.5M Buy
151,403
+17,964
+13% +$1.36M 1.01% 29
2026
Q1 		$8.54M Buy
133,439
+97,694
+273% +$6.63M 0.77% 40
2025
Q4 		$2.43M Buy
+35,745
New +$2.41M 0.22% 106

Other funds holding GARP

RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
LC
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Certified Advisory Corp's GARP Position: Q2 2026 in Review

Certified Advisory Corp increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 13% in Q2 2026, buying an estimated $1.36M and bringing the position to 151,403 shares worth $12.5M. The position accounts for 1.01% of the portfolio, ranked #29.

Certified Advisory Corp first reported a position in GARP in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Certified Advisory Corp held 151,403 shares of iShares MSCI USA Quality GARP ETF worth $12.5M as of Q2 2026.
  • Certified Advisory Corp bought 17,964 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $1.36M.
  • iShares MSCI USA Quality GARP ETF made up 1.01% of Certified Advisory Corp's portfolio in Q2 2026, its #29 holding.
  • Certified Advisory Corp first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.