Spire Wealth Management’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Buy |
11,750
+2,639
| +29% | +$159K | 0.03% | 434 |
|
|
2025
Q1 | $465K | Buy |
9,111
+509
| +6% | +$26K | 0.01% | 578 |
|
|
2024
Q4 | $484K | Buy |
8,602
+4,509
| +110% | +$254K | 0.02% | 552 |
|
|
2024
Q3 | $219K | Buy |
4,093
+2,936
| +254% | +$157K | 0.01% | 707 |
|
|
2024
Q2 | $60.1K | Buy |
1,157
+175
| +18% | +$9.09K | ﹤0.01% | 1052 |
|
|
2024
Q1 | $46.7K | Buy |
982
+562
| +134% | +$26.8K | ﹤0.01% | 1239 |
|
|
2023
Q4 | $17.9K | Buy |
+420
| New | +$17.9K | ﹤0.01% | 1575 |
|