RMC
GARP

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
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 $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 $44.6B AUM 28.94% 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

Ring Mountain Capital's GARP Position: Q1 2026 in Review

Ring Mountain Capital sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q1 2026, closing a stake of 3,214 shares — an estimated $223K sold.

Ring Mountain Capital first reported a position in GARP in Q3 2025 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Ring Mountain Capital reported no remaining iShares MSCI USA Quality GARP ETF position as of Q1 2026 after selling out during the quarter.
  • Ring Mountain Capital sold 3,214 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $223K.
  • Ring Mountain Capital first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2025 and held it in 2 quarters.
  • Ring Mountain Capital's iShares MSCI USA Quality GARP ETF position peaked at $223K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.