Wavvest Wealth LLC’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Wavvest Wealth LLC’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	$2.29M	Buy	+26,840	New	+$2.21M	1.85%	14

Other funds holding GARP

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

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

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

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

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

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

Lakeshore Capital Group Rolling Meadows, Illinois $157M AUM 15.53% 1-Year Est. Return

Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return

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

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Wavvest Wealth LLC's GARP Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q3 2026: 26,840 shares worth $2.29M. The stake represents 1.85% of the portfolio and ranks #14 among its holdings.

42 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

Wavvest Wealth LLC held 26,840 shares of iShares MSCI USA Quality GARP ETF worth $2.29M as of Q3 2026.
iShares MSCI USA Quality GARP ETF was a new Wavvest Wealth LLC position in Q3 2026.
iShares MSCI USA Quality GARP ETF made up 1.85% of Wavvest Wealth LLC's portfolio in Q3 2026, its #14 holding.
42 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.