DI
GARP

Disciplined Investments’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Disciplined Investments’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 		$1.07M Hold
16,766
– – 0.39% 54
2025
Q4 		$1.14M Hold
16,766
– – 0.44% 53
2025
Q3 		$1.1M Hold
16,766
– – 0.44% 51
2025
Q2 		$1.01M Hold
16,766
– – 0.43% 52
2025
Q1 		$855K Buy
16,766
+2,200
+15% +$123K 0.39% 55
2024
Q4 		$819K Hold
14,566
– – 0.4% 60
2024
Q3 		$778K Sell
14,566
-154
-1% -$7.93K 0.38% 63
2024
Q2 		$764K Buy
+14,720
New +$710K 0.41% 65

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return