LCG
GARP

Lakeshore Capital Group’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Lakeshore Capital 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
Q1 		$6.96M Buy
108,795
+3,471
+3% +$235K 5.68% 3
2025
Q4 		$7.17M Buy
105,324
+3,634
+4% +$245K 5.74% 3
2025
Q3 		$6.67M Buy
101,690
+95,739
+1,609% +$5.98M 5.39% 3
2025
Q2 		$359K Buy
+5,951
New +$324K 0.32% 70

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 $2.09B AUM 20.07% 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 $43.3B AUM 29.3% 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

Lakeshore Capital Group's GARP Position: Q1 2026 in Review

Lakeshore Capital Group increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 3.3% in Q1 2026, buying an estimated $235K and bringing the position to 108,795 shares worth $6.96M. The position accounts for 5.68% of the portfolio, ranked #3.

Lakeshore Capital Group first reported a position in GARP in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.17M in Q4 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Lakeshore Capital Group held 108,795 shares of iShares MSCI USA Quality GARP ETF worth $6.96M as of Q1 2026.
  • Lakeshore Capital Group bought 3,471 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $235K.
  • iShares MSCI USA Quality GARP ETF made up 5.68% of Lakeshore Capital Group's portfolio in Q1 2026, its #3 holding.
  • Lakeshore Capital Group first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 4 quarters since.
  • Lakeshore Capital Group's iShares MSCI USA Quality GARP ETF position peaked at $7.17M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Lakeshore Capital Group's 13F filing for Q1 2026, filed 22 Apr 2026.