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 Q2	$1.38M	Hold	16,766	–	–	0.45%	53
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 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

Disciplined Investments's GARP Position: Q2 2026 in Review

Disciplined Investments held its iShares MSCI USA Quality GARP ETF (GARP) position steady in Q2 2026 at 16,766 shares worth $1.38M. The position accounts for 0.45% of the portfolio, ranked #53.

Disciplined Investments first reported a position in GARP in Q2 2024 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Disciplined Investments held 16,766 shares of iShares MSCI USA Quality GARP ETF worth $1.38M as of Q2 2026.
Disciplined Investments left its iShares MSCI USA Quality GARP ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality GARP ETF made up 0.45% of Disciplined Investments's portfolio in Q2 2026, its #53 holding.
Disciplined Investments first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2024 and has held it in 9 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.