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

Rossby 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 Q3	$1.44M	Buy	16,938 +384	+2%	+$31.6K	0.21%	86
2026 Q2	$1.37M	Buy	16,554 +34	+0.2%	+$2.58K	0.25%	76
2026 Q1	$1.07M	Buy	16,520 +16,508	+137,567%	+$1.12M	0.22%	98
2025 Q4	$817	Hold	12	–	–	﹤0.01%	1554
2025 Q3	$793	Hold	12	–	–	﹤0.01%	1315
2025 Q2	$725	Hold	12	–	–	﹤0.01%	1162
2025 Q1	$621	Buy	+12	New	+$671	﹤0.01%	1030

Other funds holding GARP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Rossby Financial's GARP Position: Q3 2026 in Review

Rossby Financial increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 2.3% in Q3 2026, buying an estimated $31.6K and bringing the position to 16,938 shares worth $1.44M. The position accounts for 0.21% of the portfolio, ranked #86.

Rossby Financial first reported a position in GARP in Q1 2025 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

Rossby Financial held 16,938 shares of iShares MSCI USA Quality GARP ETF worth $1.44M as of Q3 2026.
Rossby Financial bought 384 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $31.6K.
iShares MSCI USA Quality GARP ETF made up 0.21% of Rossby Financial's portfolio in Q3 2026, its #86 holding.
Rossby Financial first reported a position in iShares MSCI USA Quality GARP ETF in Q1 2025 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.