Fidelity Investments
GARP

Fidelity Investments’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Fidelity 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 		$278K Buy
3,372
+1,147
+52% +$87.1K ﹤0.01% 3517
2026
Q1 		$142K Buy
2,225
+376
+20% +$25.5K ﹤0.01% 3647
2025
Q4 		$126K Buy
1,849
+235
+15% +$15.8K ﹤0.01% 3634
2025
Q3 		$106K Buy
+1,614
New +$101K ﹤0.01% 3639
2025
Q1 		– Sell
-210
Closed -$11.8K – 5741
2024
Q4 		$11.8K Buy
+210
New +$11.6K ﹤0.01% 4404

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
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

Fidelity Investments's GARP Position: Q2 2026 in Review

Fidelity Investments increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 52% in Q2 2026, buying an estimated $87.1K and bringing the position to 3,372 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #3517.

Fidelity Investments first reported a position in GARP in Q4 2024 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Fidelity Investments held 3,372 shares of iShares MSCI USA Quality GARP ETF worth $278K as of Q2 2026.
  • Fidelity Investments bought 1,147 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $87.1K.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3517 holding.
  • Fidelity Investments first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and has held it in 5 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

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