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 Q3	$31.4M	Sell	368,415 -6,109	-2%	-$503K	0.57%	25
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Independent Financial Group's GARP Position: Q3 2026 in Review

Independent Financial Group reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 1.6% in Q3 2026, selling an estimated $503K and leaving 368,415 shares worth $31.4M. The position accounts for 0.57% of the portfolio, ranked #25.

Independent Financial Group first reported a position in GARP in Q1 2024 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

Independent Financial Group held 368,415 shares of iShares MSCI USA Quality GARP ETF worth $31.4M as of Q3 2026.
Independent Financial Group sold 6,109 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $503K.
iShares MSCI USA Quality GARP ETF made up 0.57% of Independent Financial Group's portfolio in Q3 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 11 quarters since.
16 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.