IFG
GARP

Independent Financial Group’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Independent Financial 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 		$30.9M Buy
374,524
+587
+0.2% +$44.6K 0.58% 25
2026
Q1 		$23.9M Buy
373,937
+3,741
+1% +$254K 0.54% 28
2025
Q4 		$25.2M Sell
370,196
-3,221
-0.9% -$217K 0.56% 24
2025
Q3 		$24.5M Buy
373,417
+1,737
+0.5% +$108K 0.59% 21
2025
Q2 		$22.4M Buy
371,680
+2,134
+0.6% +$116K 0.62% 24
2025
Q1 		$18.9M Buy
369,546
+12,535
+4% +$701K 0.65% 22
2024
Q4 		$20.1M Buy
357,011
+10,026
+3% +$554K 0.67% 18
2024
Q3 		$18.5M Buy
346,985
+23,291
+7% +$1.2M 0.68% 20
2024
Q2 		$16.8M Buy
323,694
+139,150
+75% +$6.71M 0.67% 20
2024
Q1 		$8.78M Buy
+184,544
New +$8.23M 0.4% 38

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

Independent Financial Group's GARP Position: Q2 2026 in Review

Independent Financial Group increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 0.16% in Q2 2026, buying an estimated $44.6K and bringing the position to 374,524 shares worth $30.9M. The position accounts for 0.58% of the portfolio, ranked #25.

Independent Financial Group first reported a position in GARP in Q1 2024 and has held it in 10 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Independent Financial Group held 374,524 shares of iShares MSCI USA Quality GARP ETF worth $30.9M as of Q2 2026.
  • Independent Financial Group bought 587 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $44.6K.
  • iShares MSCI USA Quality GARP ETF made up 0.58% of Independent Financial Group's portfolio in Q2 2026, its #25 holding.
  • Independent Financial Group first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2024 and has held it in 10 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.