Raymond James Financial’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Raymond James Financial’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	$92.6M	Buy	1,121,645 +364,687	+48%	+$27.7M	0.03%	608
2026 Q1	$48.4M	Buy	756,958 +319,316	+73%	+$21.7M	0.01%	867
2025 Q4	$29.8M	Buy	437,642 +258,462	+144%	+$17.4M	0.01%	1173
2025 Q3	$11.8M	Buy	179,180 +90,416	+102%	+$5.65M	﹤0.01%	1792
2025 Q2	$5.36M	Buy	88,764 +27,562	+45%	+$1.5M	﹤0.01%	2337
2025 Q1	$3.12M	Buy	61,202 +45,308	+285%	+$2.53M	﹤0.01%	2668
2024 Q4	$894K	Buy	+15,894	New	+$878K	﹤0.01%	3525

Other funds holding GARP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RCA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial's GARP Position: Q2 2026 in Review

Raymond James Financial increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 48% in Q2 2026, buying an estimated $27.7M and bringing the position to 1,121,645 shares worth $92.6M. The position accounts for 0.03% of the portfolio, ranked #608.

Raymond James Financial first reported a position in GARP in Q4 2024 and has held it in 7 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Raymond James Financial held 1,121,645 shares of iShares MSCI USA Quality GARP ETF worth $92.6M as of Q2 2026.
Raymond James Financial bought 364,687 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $27.7M.
iShares MSCI USA Quality GARP ETF made up 0.03% of Raymond James Financial's portfolio in Q2 2026, its #608 holding.
Raymond James Financial first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and has held it in 7 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.