IWC
GARP

Integrated Wealth Concepts’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Integrated Wealth Concepts’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
Q1 		$370K Buy
+5,784
New +$392K ﹤0.01% 1728
2025
Q4 		– Sell
-3,964
Closed -$260K – 2069
2025
Q3 		$260K Buy
+3,964
New +$248K ﹤0.01% 1710
2025
Q2 		– Sell
-5,134
Closed -$262K – 2020
2025
Q1 		$262K Buy
+5,134
New +$287K ﹤0.01% 1478

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Integrated Wealth Concepts's GARP Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q1 2026: 5,784 shares worth $370K. The stake represents ﹤0.01% of the portfolio and ranks #1728 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in GARP as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in GARP in Q1 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Integrated Wealth Concepts held 5,784 shares of iShares MSCI USA Quality GARP ETF worth $370K as of Q1 2026.
  • iShares MSCI USA Quality GARP ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1728 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.