D'Orazio & Associates’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

D'Orazio & Associates’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	$10.2M	Buy	158,950 +6,583	+4%	+$447K	1.32%	19
2025 Q4	$10.4M	Buy	152,367 +19,842	+15%	+$1.34M	1.33%	19
2025 Q3	$8.7M	Buy	132,525 +10,094	+8%	+$630K	1.15%	19
2025 Q2	$7.39M	Buy	122,431 +72,721	+146%	+$3.96M	1.04%	16
2025 Q1	$2.54M	Buy	49,710 +18,839	+61%	+$1.05M	0.39%	25
2024 Q4	$1.74M	Buy	30,871 +11,259	+57%	+$622K	0.26%	37
2024 Q3	$1.05M	Buy	+19,612	New	+$1.01M	0.15%	54

Other funds holding GARP

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return