LPL Financial
GARP

LPL Financial’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

LPL Financial’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 		$321M Buy
3,891,813
+1,713,773
+79% +$130M 0.07% 273
2026
Q1 		$139M Buy
2,178,040
+862,074
+66% +$58.5M 0.04% 458
2025
Q4 		$89.6M Buy
1,315,966
+299,858
+30% +$20.2M 0.02% 598
2025
Q3 		$66.7M Buy
1,016,108
+317,323
+45% +$19.8M 0.02% 703
2025
Q2 		$42.2M Buy
698,785
+384,514
+122% +$20.9M 0.01% 853
2025
Q1 		$16M Buy
314,271
+175,784
+127% +$9.83M 0.01% 1291
2024
Q4 		$7.79M Buy
138,487
+36,960
+36% +$2.04M ﹤0.01% 1729
2024
Q3 		$5.42M Buy
+101,527
New +$5.23M ﹤0.01% 1933

Other funds holding GARP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial's GARP Position: Q2 2026 in Review

LPL Financial increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 79% in Q2 2026, buying an estimated $130M and bringing the position to 3,891,813 shares worth $321M. The position accounts for 0.07% of the portfolio, ranked #273.

LPL Financial first reported a position in GARP in Q3 2024 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • LPL Financial held 3,891,813 shares of iShares MSCI USA Quality GARP ETF worth $321M as of Q2 2026.
  • LPL Financial bought 1,713,773 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $130M.
  • iShares MSCI USA Quality GARP ETF made up 0.07% of LPL Financial's portfolio in Q2 2026, its #273 holding.
  • LPL Financial first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2024 and has held it in 8 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.