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 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 $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial's GARP Position: Q1 2026 in Review

Raymond James Financial increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 73% in Q1 2026, buying an estimated $21.7M and bringing the position to 756,958 shares worth $48.4M. The position accounts for 0.01% of the portfolio, ranked #867.

Raymond James Financial first reported a position in GARP in Q4 2024 and has held it in 6 quarters since. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

Raymond James Financial held 756,958 shares of iShares MSCI USA Quality GARP ETF worth $48.4M as of Q1 2026.
Raymond James Financial bought 319,316 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $21.7M.
iShares MSCI USA Quality GARP ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #867 holding.
Raymond James Financial first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and has held it in 6 quarters since.
139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.