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
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 $1.66T AUM 25.57% 1-Year Est. Return
RCA
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
LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return