Marshall & Sterling Wealth Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Marshall & Sterling Wealth Advisors’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	$5.27M	Sell	63,815 -5,702	-8%	-$433K	3.12%	7
2026 Q1	$4.45M	Buy	69,517 +2,049	+3%	+$139K	2.91%	7
2025 Q4	$4.59M	Buy	67,468 +935	+1%	+$63K	3.03%	8
2025 Q3	$4.36M	Buy	+66,533	New	+$4.16M	2.8%	11

Other funds holding GARP

RCA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Marshall & Sterling Wealth Advisors's GARP Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 8.2% in Q2 2026, selling an estimated $433K and leaving 63,815 shares worth $5.27M. The position accounts for 3.12% of the portfolio, ranked #7.

Marshall & Sterling Wealth Advisors first reported a position in GARP in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Marshall & Sterling Wealth Advisors held 63,815 shares of iShares MSCI USA Quality GARP ETF worth $5.27M as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 5,702 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $433K.
iShares MSCI USA Quality GARP ETF made up 3.12% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2025 and has held it in 4 quarters since.
53 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.