Harbour Investments’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Harbour Investments’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	$470K	Buy	5,690 +1,245	+28%	+$94.6K	0.01%	1147
2026 Q1	$284K	Sell	4,445 -2,090	-32%	-$142K	﹤0.01%	1339
2025 Q4	$445K	Sell	6,535 -1,755	-21%	-$118K	0.01%	904
2025 Q3	$544K	Buy	8,290 +2,185	+36%	+$136K	0.01%	793
2025 Q2	$369K	Sell	6,105 -24,204	-80%	-$1.32M	0.01%	897
2025 Q1	$1.55M	Buy	+30,309	New	+$1.69M	0.04%	368

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

Harbour Investments's GARP Position: Q2 2026 in Review

Harbour Investments increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 28% in Q2 2026, buying an estimated $94.6K and bringing the position to 5,690 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #1147.

Harbour Investments first reported a position in GARP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55M in Q1 2025. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Harbour Investments held 5,690 shares of iShares MSCI USA Quality GARP ETF worth $470K as of Q2 2026.
Harbour Investments bought 1,245 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $94.6K.
iShares MSCI USA Quality GARP ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1147 holding.
Harbour Investments first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 6 quarters since.
Harbour Investments's iShares MSCI USA Quality GARP ETF position peaked at $1.55M in Q1 2025.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.