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Insight Wealth Strategies’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Insight Wealth Strategies’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 		$29.4M Buy
345,059
+89,112
+35% +$7.33M 2.91% 7
2026
Q2 		$20.9M Buy
+255,947
New +$19.4M 2.04% 15

Other funds holding GARP

FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Insight Wealth Strategies's GARP Position: Q3 2026 in Review

Insight Wealth Strategies increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 35% in Q3 2026, buying an estimated $7.33M and bringing the position to 345,059 shares worth $29.4M. The position accounts for 2.91% of the portfolio, ranked #7.

Insight Wealth Strategies first reported a position in GARP in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

  • Insight Wealth Strategies held 345,059 shares of iShares MSCI USA Quality GARP ETF worth $29.4M as of Q3 2026.
  • Insight Wealth Strategies bought 89,112 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $7.33M.
  • iShares MSCI USA Quality GARP ETF made up 2.91% of Insight Wealth Strategies's portfolio in Q3 2026, its #7 holding.
  • Insight Wealth Strategies first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.