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GARP

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
2025
Q4 		– Sell
-609
Closed -$40K – 2540
2025
Q3 		$40K Buy
+609
New +$38K ﹤0.01% 756

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Root Financial Partners's GARP Position: Q4 2025 in Review

Root Financial Partners sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q4 2025, closing a stake of 609 shares — an estimated $40K sold.

Root Financial Partners first reported a position in GARP in Q3 2025 and held it in 1 quarter. The position peaked at $40K in Q3 2025. 122 funds tracked by Wall St. Rank hold GARP as of Q4 2025.

  • Root Financial Partners reported no remaining iShares MSCI USA Quality GARP ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 609 iShares MSCI USA Quality GARP ETF shares in Q4 2025, an estimated $40K.
  • Root Financial Partners first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's iShares MSCI USA Quality GARP ETF position peaked at $40K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.