FNWM
GARP

Financial Network Wealth Management’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Financial Network Wealth Management’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 		$9.67M Buy
151,137
+3,478
+2% +$236K 3.06% 9
2025
Q4 		$10.1M Buy
147,659
+2,708
+2% +$182K 3.09% 9
2025
Q3 		$9.9M Buy
+144,951
New +$9.05M 3.06% 9
2025
Q1 		$5.24M Buy
+102,656
New +$5.74M 1.85% 13

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 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
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Financial Network Wealth Management's GARP Position: Q1 2026 in Review

Financial Network Wealth Management increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 2.4% in Q1 2026, buying an estimated $236K and bringing the position to 151,137 shares worth $9.67M. The position accounts for 3.06% of the portfolio, ranked #9.

Financial Network Wealth Management first reported a position in GARP in Q1 2025 and has held it in 4 quarters since. The position peaked at $10.1M in Q4 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Financial Network Wealth Management held 151,137 shares of iShares MSCI USA Quality GARP ETF worth $9.67M as of Q1 2026.
  • Financial Network Wealth Management bought 3,478 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $236K.
  • iShares MSCI USA Quality GARP ETF made up 3.06% of Financial Network Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Financial Network Wealth Management first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 4 quarters since.
  • Financial Network Wealth Management's iShares MSCI USA Quality GARP ETF position peaked at $10.1M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.