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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Hold
16,766
0.43% 52
2025
Q1
$855K Buy
16,766
+2,200
+15% +$112K 0.39% 55
2024
Q4
$819K Hold
14,566
0.4% 60
2024
Q3
$778K Sell
14,566
-154
-1% -$8.22K 0.38% 63
2024
Q2
$764K Buy
+14,720
New +$764K 0.41% 65