Commonwealth Equity Services’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Commonwealth Equity Services’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	$19M	Buy	297,012 +219	+0.1%	+$14.9K	0.03%	583
2025 Q4	$20.2M	Sell	296,793 -27,248	-8%	-$1.83M	0.03%	558
2025 Q3	$21.3M	Buy	324,041 +53,972	+20%	+$3.37M	0.03%	548
2025 Q2	$16.3M	Buy	270,069 +74,847	+38%	+$4.07M	0.02%	664
2025 Q1	$9.96M	Buy	195,222 +69,993	+56%	+$3.91M	0.01%	870
2024 Q4	$7.04M	Buy	125,229 +56,725	+83%	+$3.13M	0.01%	1022
2024 Q3	$3.66M	Buy	+68,504	New	+$3.53M	0.01%	1437

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 $2.09B AUM 20.07% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

IFG

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

Commonwealth Equity Services's GARP Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 0.07% in Q1 2026, buying an estimated $14.9K and bringing the position to 297,012 shares worth $19M. The position accounts for 0.03% of the portfolio, ranked #583.

Commonwealth Equity Services first reported a position in GARP in Q3 2024 and has held it in 7 quarters since. The position peaked at $21.3M in Q3 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

Commonwealth Equity Services held 297,012 shares of iShares MSCI USA Quality GARP ETF worth $19M as of Q1 2026.
Commonwealth Equity Services bought 219 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $14.9K.
iShares MSCI USA Quality GARP ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q1 2026, its #583 holding.
Commonwealth Equity Services first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2024 and has held it in 7 quarters since.
Commonwealth Equity Services's iShares MSCI USA Quality GARP ETF position peaked at $21.3M in Q3 2025.
139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.