HP
GARP

Holistic Planning’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Holistic Planning’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 		$5.75M Buy
69,655
+18,536
+36% +$1.41M 0.89% 26
2026
Q1 		$3.27M Buy
51,119
+25,916
+103% +$1.76M 0.65% 31
2025
Q4 		$1.72M Buy
+25,203
New +$1.7M 0.37% 57

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
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

Holistic Planning's GARP Position: Q2 2026 in Review

Holistic Planning increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 36% in Q2 2026, buying an estimated $1.41M and bringing the position to 69,655 shares worth $5.75M. The position accounts for 0.89% of the portfolio, ranked #26.

Holistic Planning first reported a position in GARP in Q4 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Holistic Planning held 69,655 shares of iShares MSCI USA Quality GARP ETF worth $5.75M as of Q2 2026.
  • Holistic Planning bought 18,536 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $1.41M.
  • iShares MSCI USA Quality GARP ETF made up 0.89% of Holistic Planning's portfolio in Q2 2026, its #26 holding.
  • Holistic Planning first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.