FA
GARP

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

Flagstar 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
2025
Q3 		– Sell
-10,539
Closed -$636K – 209
2025
Q2 		$636K Sell
10,539
-3,448
-25% -$188K 0.18% 105
2025
Q1 		$714K Buy
13,987
+3,466
+33% +$194K 0.18% 110
2024
Q4 		$592K Buy
+10,521
New +$581K 0.15% 117

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Flagstar Advisors's GARP Position: Q3 2025 in Review

Flagstar Advisors sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q3 2025, closing a stake of 10,539 shares — an estimated $636K sold.

Flagstar Advisors first reported a position in GARP in Q4 2024 and held it in 3 quarters. The position peaked at $714K in Q1 2025. 94 funds tracked by Wall St. Rank hold GARP as of Q3 2025.

  • Flagstar Advisors reported no remaining iShares MSCI USA Quality GARP ETF position as of Q3 2025 after selling out during the quarter.
  • Flagstar Advisors sold 10,539 iShares MSCI USA Quality GARP ETF shares in Q3 2025, an estimated $636K.
  • Flagstar Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and held it in 3 quarters.
  • Flagstar Advisors's iShares MSCI USA Quality GARP ETF position peaked at $714K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2025.

Based on Flagstar Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.