CWM
GARP

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

Congress 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
2025
Q2 		– Sell
-5,040
Closed -$257K – 1223
2025
Q1 		$257K Buy
+5,040
New +$282K ﹤0.01% 974

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Congress Wealth Management's GARP Position: Q2 2025 in Review

Congress Wealth Management sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q2 2025, closing a stake of 5,040 shares — an estimated $257K sold.

Congress Wealth Management first reported a position in GARP in Q1 2025 and held it in 1 quarter. The position peaked at $257K in Q1 2025. 76 funds tracked by Wall St. Rank hold GARP as of Q2 2025.

  • Congress Wealth Management reported no remaining iShares MSCI USA Quality GARP ETF position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 5,040 iShares MSCI USA Quality GARP ETF shares in Q2 2025, an estimated $257K.
  • Congress Wealth Management first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and held it in 1 quarter.
  • Congress Wealth Management's iShares MSCI USA Quality GARP ETF position peaked at $257K in Q1 2025.
  • 76 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.