PS
GARP

Principal Securities’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Principal Securities’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 		$6.59M Buy
102,971
+3,513
+4% +$238K 0.1% 194
2025
Q4 		$6.77M Buy
99,458
+14,302
+17% +$963K 0.1% 182
2025
Q3 		$5.59M Buy
85,156
+73,251
+615% +$4.58M 0.09% 211
2025
Q2 		$719K Buy
+11,905
New +$648K 0.01% 715

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 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 $550M AUM 22.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Principal Securities's GARP Position: Q1 2026 in Review

Principal Securities increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 3.5% in Q1 2026, buying an estimated $238K and bringing the position to 102,971 shares worth $6.59M. The position accounts for 0.1% of the portfolio, ranked #194.

Principal Securities first reported a position in GARP in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.77M in Q4 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Principal Securities held 102,971 shares of iShares MSCI USA Quality GARP ETF worth $6.59M as of Q1 2026.
  • Principal Securities bought 3,513 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $238K.
  • iShares MSCI USA Quality GARP ETF made up 0.1% of Principal Securities's portfolio in Q1 2026, its #194 holding.
  • Principal Securities first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 4 quarters since.
  • Principal Securities's iShares MSCI USA Quality GARP ETF position peaked at $6.77M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.