HCA
GARP

Heck Capital Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Heck Capital Advisors’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
2024
Q4 		– Sell
-119,059
Closed -$6.36M – 822
2024
Q3 		$6.36M Buy
+119,059
New +$6.13M 0.73% 39

Other funds holding GARP

LC
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Heck Capital Advisors's GARP Position: Q4 2024 in Review

Heck Capital Advisors sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q4 2024, closing a stake of 119,059 shares — an estimated $6.36M sold.

Heck Capital Advisors first reported a position in GARP in Q3 2024 and held it in 1 quarter. The position peaked at $6.36M in Q3 2024. 45 funds tracked by Wall St. Rank hold GARP as of Q4 2024.

  • Heck Capital Advisors reported no remaining iShares MSCI USA Quality GARP ETF position as of Q4 2024 after selling out during the quarter.
  • Heck Capital Advisors sold 119,059 iShares MSCI USA Quality GARP ETF shares in Q4 2024, an estimated $6.36M.
  • Heck Capital Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2024 and held it in 1 quarter.
  • Heck Capital Advisors's iShares MSCI USA Quality GARP ETF position peaked at $6.36M in Q3 2024.
  • 45 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q4 2024.

Based on Heck Capital Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.