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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Harbour Investments's GARP Position: Q1 2026 in Review

Harbour Investments reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 32% in Q1 2026, selling an estimated $142K and leaving 4,445 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Harbour Investments first reported a position in GARP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.55M in Q1 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

Harbour Investments held 4,445 shares of iShares MSCI USA Quality GARP ETF worth $284K as of Q1 2026.
Harbour Investments sold 2,090 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $142K.
iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1339 holding.
Harbour Investments first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 5 quarters since.
Harbour Investments's iShares MSCI USA Quality GARP ETF position peaked at $1.55M in Q1 2025.
139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.