LongView Wealth Management’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

LongView Wealth Management’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	$355K	Sell	4,305 -18,000	-81%	-$1.37M	0.09%	154
2026 Q1	$1.57M	Sell	22,305 -1,488	-6%	-$101K	0.4%	57
2025 Q4	$1.67M	Buy	23,793 +4,840	+26%	+$326K	0.4%	58
2025 Q3	$1.24M	Buy	18,953 +1	+0%	+$62	0.34%	67
2025 Q2	$1.14M	Buy	18,952 +1	+0%	+$54	0.35%	67
2025 Q1	$967K	Buy	18,951 +14,251	+303%	+$797K	0.29%	75
2024 Q4	$264K	Hold	4,700	–	–	0.08%	173
2024 Q3	$251K	Buy	+4,700	New	+$242K	0.08%	175

Other funds holding GARP

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

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

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LongView Wealth Management's GARP Position: Q2 2026 in Review

LongView Wealth Management reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 81% in Q2 2026, selling an estimated $1.37M and leaving 4,305 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #154.

LongView Wealth Management first reported a position in GARP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q4 2025. 48 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

LongView Wealth Management held 4,305 shares of iShares MSCI USA Quality GARP ETF worth $355K as of Q2 2026.
LongView Wealth Management sold 18,000 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $1.37M.
iShares MSCI USA Quality GARP ETF made up 0.09% of LongView Wealth Management's portfolio in Q2 2026, its #154 holding.
LongView Wealth Management first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2024 and has held it in 8 quarters since.
LongView Wealth Management's iShares MSCI USA Quality GARP ETF position peaked at $1.67M in Q4 2025.
48 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.