Farther Finance Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Farther Finance Advisors’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 Q3	$30K	Hold	352	–	–	﹤0.01%	3832
2026 Q2	$29.1K	Hold	352	–	–	﹤0.01%	3688
2026 Q1	$22.8K	Buy	352 +277	+369%	+$18.8K	﹤0.01%	3565
2025 Q4	$5.11K	Buy	+75	New	+$5.05K	﹤0.01%	4299
2025 Q2	–	Sell	-149	Closed	-$7.66K	–	4682
2025 Q1	$7.66K	Buy	+149	New	+$8.33K	﹤0.01%	2861

Other funds holding GARP

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Farther Finance Advisors's GARP Position: Q3 2026 in Review

Farther Finance Advisors held its iShares MSCI USA Quality GARP ETF (GARP) position steady in Q3 2026 at 352 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #3832.

Farther Finance Advisors first reported a position in GARP in Q1 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

Farther Finance Advisors held 352 shares of iShares MSCI USA Quality GARP ETF worth $30K as of Q3 2026.
Farther Finance Advisors left its iShares MSCI USA Quality GARP ETF share count unchanged in Q3 2026.
iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3832 holding.
Farther Finance Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.