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 Q2	$15.5M	Buy	187,575 +28,625	+18%	+$2.17M	1.79%	16
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	0.38%	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 $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

D'Orazio & Associates's GARP Position: Q2 2026 in Review

D'Orazio & Associates increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 18% in Q2 2026, buying an estimated $2.17M and bringing the position to 187,575 shares worth $15.5M. The position accounts for 1.79% of the portfolio, ranked #16.

D'Orazio & Associates first reported a position in GARP in Q3 2024 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

D'Orazio & Associates held 187,575 shares of iShares MSCI USA Quality GARP ETF worth $15.5M as of Q2 2026.
D'Orazio & Associates bought 28,625 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $2.17M.
iShares MSCI USA Quality GARP ETF made up 1.79% of D'Orazio & Associates's portfolio in Q2 2026, its #16 holding.
D'Orazio & Associates first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2024 and has held it in 8 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.