Creative Planning’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Creative Planning’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	$369K	Hold	5,761	–	–	﹤0.01%	3261
2025 Q4	$392K	Buy	5,761 +6	+0.1%	+$404	﹤0.01%	3043
2025 Q3	$378K	Sell	5,755 -245	-4%	-$15.3K	﹤0.01%	2963
2025 Q2	$362K	Sell	6,000 -100	-2%	-$5.44K	﹤0.01%	2743
2025 Q1	$311K	Buy	6,100 +100	+2%	+$5.59K	﹤0.01%	2722
2024 Q4	$338K	Hold	6,000	–	–	﹤0.01%	2560
2024 Q3	$320K	Hold	6,000	–	–	﹤0.01%	2463
2024 Q2	$311K	Hold	6,000	–	–	﹤0.01%	2310
2024 Q1	$286K	Hold	6,000	–	–	﹤0.01%	2295
2023 Q4	$247K	Buy	+6,000	New	+$229K	﹤0.01%	2249

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

Creative Planning's GARP Position: Q1 2026 in Review

Creative Planning held its iShares MSCI USA Quality GARP ETF (GARP) position steady in Q1 2026 at 5,761 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #3261.

Creative Planning first reported a position in GARP in Q4 2023 and has held it in 10 quarters since. The position peaked at $392K in Q4 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

Creative Planning held 5,761 shares of iShares MSCI USA Quality GARP ETF worth $369K as of Q1 2026.
Creative Planning left its iShares MSCI USA Quality GARP ETF share count unchanged in Q1 2026.
iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3261 holding.
Creative Planning first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2023 and has held it in 10 quarters since.
Creative Planning's iShares MSCI USA Quality GARP ETF position peaked at $392K in Q4 2025.
139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.