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 Q3	–	Sell	-4,305	Closed	-$355K	–	244
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

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Lakeshore Capital Group Rolling Meadows, Illinois $157M AUM 15.53% 1-Year Est. Return

Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

LongView Wealth Management's GARP Position: Q3 2026 in Review

LongView Wealth Management sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q3 2026, closing a stake of 4,305 shares — an estimated $355K sold.

LongView Wealth Management first reported a position in GARP in Q3 2024 and held it in 8 quarters. The position peaked at $1.67M in Q4 2025. 52 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

LongView Wealth Management reported no remaining iShares MSCI USA Quality GARP ETF position as of Q3 2026 after selling out during the quarter.
LongView Wealth Management sold 4,305 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $355K.
LongView Wealth Management first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2024 and held it in 8 quarters.
LongView Wealth Management's iShares MSCI USA Quality GARP ETF position peaked at $1.67M in Q4 2025.
52 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.