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

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LC
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MYIA
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Cetera Investment Advisers
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IFG
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PNC
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Commonwealth Equity Services
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PS
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VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return