Flagship Wealth Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Flagship Wealth 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 Q1	$453K	Hold	7,500	–	–	0.19%	61
2025 Q4	$511K	Hold	7,500	–	–	0.15%	73
2025 Q3	$492K	Hold	7,500	–	–	0.16%	73
2025 Q2	$453K	Hold	7,500	–	–	0.17%	68
2025 Q1	$383K	Buy	+7,500	New	+$419K	0.16%	75

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 $1.9B AUM 14.38% 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 $38.8B AUM 21.88% 1-Year Est. Return

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

Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Flagship Wealth Advisors's GARP Position: Q1 2026 in Review

Flagship Wealth Advisors held its iShares MSCI USA Quality GARP ETF (GARP) position steady in Q1 2026 at 7,500 shares worth $453K. The position accounts for 0.19% of the portfolio, ranked #61.

Flagship Wealth Advisors first reported a position in GARP in Q1 2025 and has held it in 5 quarters since. The position peaked at $511K in Q4 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

Flagship Wealth Advisors held 7,500 shares of iShares MSCI USA Quality GARP ETF worth $453K as of Q1 2026.
Flagship Wealth Advisors left its iShares MSCI USA Quality GARP ETF share count unchanged in Q1 2026.
iShares MSCI USA Quality GARP ETF made up 0.19% of Flagship Wealth Advisors's portfolio in Q1 2026, its #61 holding.
Flagship Wealth Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 5 quarters since.
Flagship Wealth Advisors's iShares MSCI USA Quality GARP ETF position peaked at $511K in Q4 2025.
139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.