Landaas & Company’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Landaas & Company’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	$29.9M	Buy	467,813 +23,843	+5%	+$1.62M	6.56%	5
2025 Q4	$30.2M	Buy	443,970 +15,991	+4%	+$1.08M	6.65%	4
2025 Q3	$28.1M	Buy	427,979 +3,801	+0.9%	+$237K	6.38%	4
2025 Q2	$25.6M	Buy	424,178 +15,080	+4%	+$820K	6.12%	5
2025 Q1	$20.9M	Buy	409,098 +48,373	+13%	+$2.7M	5.77%	5
2024 Q4	$20.3M	Buy	360,725 +76,803	+27%	+$4.24M	5.62%	5
2024 Q3	$15.2M	Buy	283,922 +74,126	+35%	+$3.82M	4.22%	5
2024 Q2	$10.9M	Buy	209,796 +73,864	+54%	+$3.56M	3.32%	5
2024 Q1	$6.47M	Buy	135,932 +62,504	+85%	+$2.79M	2.1%	7
2023 Q4	$3.02M	Buy	+73,428	New	+$2.81M	1.12%	10

Other funds holding GARP

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return