Root Financial Partners
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Root Financial Partners’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Root Financial Partners’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 		$46.6K Buy
+546
New +$44.9K ﹤0.01% 1125
2025
Q4 		– Sell
-609
Closed -$40K – 2540
2025
Q3 		$40K Buy
+609
New +$38K ﹤0.01% 756

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Cetera Investment Advisers
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Commonwealth Equity Services
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Resonant Capital Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Landaas & Company
Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return
Cambridge Investment Research Advisors
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Northwestern Mutual Wealth Management
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Root Financial Partners's GARP Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q3 2026: 546 shares worth $46.6K. The stake represents ﹤0.01% of the portfolio and ranks #1125 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GARP as recently as Q3 2025.

Root Financial Partners first reported a position in GARP in Q3 2025 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

  • Root Financial Partners held 546 shares of iShares MSCI USA Quality GARP ETF worth $46.6K as of Q3 2026.
  • iShares MSCI USA Quality GARP ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1125 holding.
  • Root Financial Partners first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2025 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.