SHP Wealth Management’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

SHP Wealth Management’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	$216K	Buy	+3,381	New	+$229K	0.02%	254

Other funds holding GARP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SHP Wealth Management's GARP Position: Q1 2026 in Review

SHP Wealth Management opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q1 2026: 3,381 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings.

139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

SHP Wealth Management held 3,381 shares of iShares MSCI USA Quality GARP ETF worth $216K as of Q1 2026.
iShares MSCI USA Quality GARP ETF was a new SHP Wealth Management position in Q1 2026.
iShares MSCI USA Quality GARP ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #254 holding.
139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.