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 Q2	$475K	Sell	5,755 -6	-0.1%	-$456	﹤0.01%	3229
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Creative Planning's GARP Position: Q2 2026 in Review

Creative Planning reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 0.1% in Q2 2026, selling an estimated $456 and leaving 5,755 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #3229.

Creative Planning first reported a position in GARP in Q4 2023 and has held it in 11 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Creative Planning held 5,755 shares of iShares MSCI USA Quality GARP ETF worth $475K as of Q2 2026.
Creative Planning sold 6 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $456.
iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3229 holding.
Creative Planning first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2023 and has held it in 11 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.