Great Valley Advisor Group’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Great Valley Advisor 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 Q3	$35.3M	Buy	414,270 +16,083	+4%	+$1.32M	0.51%	51
2026 Q2	$32.9M	Buy	398,187 +53,478	+16%	+$4.06M	0.52%	48
2026 Q1	$22.1M	Buy	344,709 +14,804	+4%	+$1M	0.4%	66
2025 Q4	$22.5M	Buy	329,905 +300,649	+1,028%	+$20.2M	0.43%	60
2025 Q3	$1.92M	Buy	29,256 +19,259	+193%	+$1.2M	0.04%	348
2025 Q2	$604K	Buy	+9,997	New	+$544K	0.01%	563

Other funds holding GARP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Great Valley Advisor Group's GARP Position: Q3 2026 in Review

Great Valley Advisor Group increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 4% in Q3 2026, buying an estimated $1.32M and bringing the position to 414,270 shares worth $35.3M. The position accounts for 0.51% of the portfolio, ranked #51.

Great Valley Advisor Group first reported a position in GARP in Q2 2025 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

Great Valley Advisor Group held 414,270 shares of iShares MSCI USA Quality GARP ETF worth $35.3M as of Q3 2026.
Great Valley Advisor Group bought 16,083 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $1.32M.
iShares MSCI USA Quality GARP ETF made up 0.51% of Great Valley Advisor Group's portfolio in Q3 2026, its #51 holding.
Great Valley Advisor Group first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 6 quarters since.
131 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.