GSWM
GARP

Golden State Wealth Management’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Golden State Wealth Management’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 		$3.22M Buy
39,009
+25,756
+194% +$1.96M 0.29% 80
2026
Q1 		$848K Buy
13,253
+2,203
+20% +$149K 0.09% 179
2025
Q4 		$753K Buy
11,050
+952
+9% +$64.1K 0.08% 193
2025
Q3 		$663K Buy
10,098
+995
+11% +$62.1K 0.07% 202
2025
Q2 		$550K Buy
9,103
+445
+5% +$24.2K 0.07% 212
2025
Q1 		$442K Buy
8,658
+5,948
+219% +$333K 0.07% 223
2024
Q4 		$152K Buy
+2,710
New +$150K 0.02% 365

Other funds holding GARP

RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Golden State Wealth Management's GARP Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 194% in Q2 2026, buying an estimated $1.96M and bringing the position to 39,009 shares worth $3.22M. The position accounts for 0.29% of the portfolio, ranked #80.

Golden State Wealth Management first reported a position in GARP in Q4 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Golden State Wealth Management held 39,009 shares of iShares MSCI USA Quality GARP ETF worth $3.22M as of Q2 2026.
  • Golden State Wealth Management bought 25,756 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $1.96M.
  • iShares MSCI USA Quality GARP ETF made up 0.29% of Golden State Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Golden State Wealth Management first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and has held it in 7 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.