Fischer Investment Strategies’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Fischer Investment Strategies’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	–	Sell	-7,425	Closed	-$506K	–	56
2025 Q4	$506K	Buy	+7,425	New	+$500K	0.29%	38

Other funds holding GARP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fischer Investment Strategies's GARP Position: Q1 2026 in Review

Fischer Investment Strategies sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q1 2026, closing a stake of 7,425 shares — an estimated $506K sold.

Fischer Investment Strategies first reported a position in GARP in Q4 2025 and held it in 1 quarter. The position peaked at $506K in Q4 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

Fischer Investment Strategies reported no remaining iShares MSCI USA Quality GARP ETF position as of Q1 2026 after selling out during the quarter.
Fischer Investment Strategies sold 7,425 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $506K.
Fischer Investment Strategies first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2025 and held it in 1 quarter.
Fischer Investment Strategies's iShares MSCI USA Quality GARP ETF position peaked at $506K in Q4 2025.
139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Fischer Investment Strategies's 13F filing for Q1 2026, filed 4 Jun 2026.