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

Merit Financial Group’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 		$9.8M Buy
115,102
+52,439
+84% +$4.31M 0.05% 292
2026
Q2 		$5.17M Buy
62,663
+1,510
+2% +$115K 0.03% 424
2026
Q1 		$3.91M Buy
61,153
+5,435
+10% +$369K 0.03% 461
2025
Q4 		$3.79M Buy
+55,718
New +$3.75M 0.03% 433

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Landaas & Company
Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Community Trust
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Merit Financial Group's GARP Position: Q3 2026 in Review

Merit Financial Group increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 84% in Q3 2026, buying an estimated $4.31M and bringing the position to 115,102 shares worth $9.8M. The position accounts for 0.05% of the portfolio, ranked #292.

Merit Financial Group first reported a position in GARP in Q4 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

  • Merit Financial Group held 115,102 shares of iShares MSCI USA Quality GARP ETF worth $9.8M as of Q3 2026.
  • Merit Financial Group bought 52,439 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $4.31M.
  • iShares MSCI USA Quality GARP ETF made up 0.05% of Merit Financial Group's portfolio in Q3 2026, its #292 holding.
  • Merit Financial Group first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.