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

Foundations Investment 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 Q2	$1.7M	Buy	20,599 +6,652	+48%	+$505K	0.02%	448
2026 Q1	$892K	Sell	13,947 -5,649	-29%	-$383K	0.01%	550
2025 Q4	$1.33M	Buy	19,596 +835	+4%	+$56.2K	0.02%	433
2025 Q3	$1.23M	Buy	18,761 +4,068	+28%	+$254K	0.02%	422
2025 Q2	$887K	Sell	14,693 -2,742	-16%	-$149K	0.01%	461
2025 Q1	$890K	Buy	17,435 +901	+5%	+$50.4K	0.02%	432
2024 Q4	$930K	Buy	16,534 +135	+0.8%	+$7.46K	0.02%	417
2024 Q3	$876K	Buy	16,399 +6,468	+65%	+$333K	0.02%	384
2024 Q2	$516K	Buy	+9,931	New	+$479K	0.01%	489

Other funds holding GARP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

Foundations Investment Advisors's GARP Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 48% in Q2 2026, buying an estimated $505K and bringing the position to 20,599 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #448.

Foundations Investment Advisors first reported a position in GARP in Q2 2024 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Foundations Investment Advisors held 20,599 shares of iShares MSCI USA Quality GARP ETF worth $1.7M as of Q2 2026.
Foundations Investment Advisors bought 6,652 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $505K.
iShares MSCI USA Quality GARP ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #448 holding.
Foundations Investment Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2024 and has held it in 9 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.