PS
GARP

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
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

RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Planned Solutions's GARP Position: Q2 2026 in Review

Planned Solutions increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 0.92% in Q2 2026, buying an estimated $168K and bringing the position to 243,037 shares worth $20.1M. The position accounts for 5.75% of the portfolio, ranked #5.

Planned Solutions first reported a position in GARP in Q2 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Planned Solutions held 243,037 shares of iShares MSCI USA Quality GARP ETF worth $20.1M as of Q2 2026.
  • Planned Solutions bought 2,206 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $168K.
  • iShares MSCI USA Quality GARP ETF made up 5.75% of Planned Solutions's portfolio in Q2 2026, its #5 holding.
  • Planned Solutions first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.