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 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 $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 22.96% 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

Great Valley Advisor Group's GARP Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 16% in Q2 2026, buying an estimated $4.06M and bringing the position to 398,187 shares worth $32.9M. The position accounts for 0.52% of the portfolio, ranked #48.

Great Valley Advisor Group first reported a position in GARP in Q2 2025 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Great Valley Advisor Group held 398,187 shares of iShares MSCI USA Quality GARP ETF worth $32.9M as of Q2 2026.
Great Valley Advisor Group bought 53,478 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $4.06M.
iShares MSCI USA Quality GARP ETF made up 0.52% of Great Valley Advisor Group's portfolio in Q2 2026, its #48 holding.
Great Valley Advisor Group first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 5 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.