Kestra Private Wealth Services’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Kestra Private Wealth Services’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	$5.03M	Buy	60,888 +48	+0.1%	+$3.65K	0.06%	338
2026 Q1	$3.89M	Sell	60,840 -1,552	-2%	-$105K	0.05%	383
2025 Q4	$4.25M	Buy	62,392 +2,166	+4%	+$146K	0.05%	348
2025 Q3	$3.95M	Sell	60,226 -2,463	-4%	-$154K	0.05%	349
2025 Q2	$3.79M	Buy	62,689 +8,904	+17%	+$484K	0.05%	336
2025 Q1	$2.74M	Buy	+53,785	New	+$3.01M	0.05%	378

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 22.9% 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

Kestra Private Wealth Services's GARP Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 0.08% in Q2 2026, buying an estimated $3.65K and bringing the position to 60,888 shares worth $5.03M. The position accounts for 0.06% of the portfolio, ranked #338.

Kestra Private Wealth Services first reported a position in GARP in Q1 2025 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Kestra Private Wealth Services held 60,888 shares of iShares MSCI USA Quality GARP ETF worth $5.03M as of Q2 2026.
Kestra Private Wealth Services bought 48 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $3.65K.
iShares MSCI USA Quality GARP ETF made up 0.06% of Kestra Private Wealth Services's portfolio in Q2 2026, its #338 holding.
Kestra Private Wealth Services first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 6 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.