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 Q2	$564K	Buy	6,829 +1,045	+18%	+$79.4K	﹤0.01%	1583
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Integrated Wealth Concepts's GARP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 18% in Q2 2026, buying an estimated $79.4K and bringing the position to 6,829 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Integrated Wealth Concepts first reported a position in GARP in Q1 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Integrated Wealth Concepts held 6,829 shares of iShares MSCI USA Quality GARP ETF worth $564K as of Q2 2026.
Integrated Wealth Concepts bought 1,045 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $79.4K.
iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1583 holding.
Integrated Wealth Concepts first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 4 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.