Dynamic Advisor Solutions’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Dynamic Advisor Solutions’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	$1.87M	Buy	22,622 +339	+2%	+$25.7K	0.05%	351
2026 Q1	$1.43M	Buy	22,283 +3,519	+19%	+$239K	0.04%	386
2025 Q4	$1.28M	Buy	18,764 +28	+0.1%	+$1.89K	0.04%	402
2025 Q3	$1.23M	Buy	18,736 +1,101	+6%	+$68.8K	0.04%	417
2025 Q2	$1.06M	Buy	17,635 +3,617	+26%	+$197K	0.03%	438
2025 Q1	$715K	Buy	14,018 +5,319	+61%	+$297K	0.02%	497
2024 Q4	$489K	Buy	8,699 +1,020	+13%	+$56.4K	0.02%	437
2024 Q3	$410K	Buy	+7,679	New	+$395K	0.01%	657

Other funds holding GARP

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return