Ring Mountain Capital
GARP icon

Ring Mountain Capital’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Ring Mountain Capital’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 		$286K Buy
3,354
+229
+7% +$18.8K 0.12% 83
2026
Q2 		$258K Buy
+3,125
New +$237K 0.11% 91
2026
Q1 		– Sell
-3,214
Closed -$223K – 102
2025
Q4 		$223K Buy
3,214
+7
+0.2% +$471 0.11% 91
2025
Q3 		$211K Buy
+3,207
New +$200K 0.12% 97

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Landaas & Company
Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Community Trust
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Ring Mountain Capital's GARP Position: Q3 2026 in Review

Ring Mountain Capital increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 7.3% in Q3 2026, buying an estimated $18.8K and bringing the position to 3,354 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #83.

Ring Mountain Capital first reported a position in GARP in Q3 2025 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

  • Ring Mountain Capital held 3,354 shares of iShares MSCI USA Quality GARP ETF worth $286K as of Q3 2026.
  • Ring Mountain Capital bought 229 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $18.8K.
  • iShares MSCI USA Quality GARP ETF made up 0.12% of Ring Mountain Capital's portfolio in Q3 2026, its #83 holding.
  • Ring Mountain Capital first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2025 and has held it in 4 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.