Planned Solutions’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Planned Solutions’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	$15.6M	Sell	183,341 -59,696	-25%	-$4.91M	4.28%	7
2026 Q2	$20.1M	Buy	243,037 +2,206	+0.9%	+$168K	5.75%	5
2026 Q1	$15.4M	Buy	240,831 +5,573	+2%	+$378K	5.04%	5
2025 Q4	$16M	Buy	235,258 +4,474	+2%	+$301K	5.14%	5
2025 Q3	$15.1M	Buy	230,784 +4,556	+2%	+$285K	5.21%	5
2025 Q2	$13.7M	Buy	+226,228	New	+$12.3M	5.2%	5

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

Planned Solutions's GARP Position: Q3 2026 in Review

Planned Solutions reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 25% in Q3 2026, selling an estimated $4.91M and leaving 183,341 shares worth $15.6M. The position accounts for 4.28% of the portfolio, ranked #7.

Planned Solutions first reported a position in GARP in Q2 2025 and has held it in 6 quarters since. The position peaked at $20.1M in Q2 2026. 52 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

Planned Solutions held 183,341 shares of iShares MSCI USA Quality GARP ETF worth $15.6M as of Q3 2026.
Planned Solutions sold 59,696 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $4.91M.
iShares MSCI USA Quality GARP ETF made up 4.28% of Planned Solutions's portfolio in Q3 2026, its #7 holding.
Planned Solutions first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 6 quarters since.
Planned Solutions's iShares MSCI USA Quality GARP ETF position peaked at $20.1M in Q2 2026.
52 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.