GCG
GARP

Gilbert Capital Group’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Gilbert Capital Group’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
-40,666
Closed -$2.77M – 57
2025
Q4 		$2.77M Buy
+40,666
New +$2.74M 2.08% 12

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Gilbert Capital Group's GARP Position: Q1 2026 in Review

Gilbert Capital Group sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q1 2026, closing a stake of 40,666 shares — an estimated $2.77M sold.

Gilbert Capital Group first reported a position in GARP in Q4 2025 and held it in 1 quarter. The position peaked at $2.77M in Q4 2025. 140 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Gilbert Capital Group reported no remaining iShares MSCI USA Quality GARP ETF position as of Q1 2026 after selling out during the quarter.
  • Gilbert Capital Group sold 40,666 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $2.77M.
  • Gilbert Capital Group first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2025 and held it in 1 quarter.
  • Gilbert Capital Group's iShares MSCI USA Quality GARP ETF position peaked at $2.77M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Gilbert Capital Group's 13F filing for Q1 2026, filed 20 Apr 2026.