SWM
GARP

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

Spire 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
Q2 		$1.38M Sell
16,699
-1,900
-10% -$144K 0.04% 336
2026
Q1 		$1.19M Buy
18,599
+6,783
+57% +$460K 0.04% 356
2025
Q4 		$805K Buy
11,816
+253
+2% +$17K 0.03% 439
2025
Q3 		$759K Sell
11,563
-187
-2% -$11.7K 0.03% 435
2025
Q2 		$709K Buy
11,750
+2,639
+29% +$144K 0.03% 434
2025
Q1 		$465K Buy
9,111
+509
+6% +$28.5K 0.01% 578
2024
Q4 		$484K Buy
8,602
+4,509
+110% +$249K 0.02% 552
2024
Q3 		$219K Buy
4,093
+2,936
+254% +$151K 0.01% 707
2024
Q2 		$60.1K Buy
1,157
+175
+18% +$8.44K ﹤0.01% 1052
2024
Q1 		$46.7K Buy
982
+562
+134% +$25.1K ﹤0.01% 1239
2023
Q4 		$17.9K Buy
+420
New +$16.1K ﹤0.01% 1575

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

Spire Wealth Management's GARP Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 10% in Q2 2026, selling an estimated $144K and leaving 16,699 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #336.

Spire Wealth Management first reported a position in GARP in Q4 2023 and has held it in 11 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Spire Wealth Management held 16,699 shares of iShares MSCI USA Quality GARP ETF worth $1.38M as of Q2 2026.
  • Spire Wealth Management sold 1,900 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $144K.
  • iShares MSCI USA Quality GARP ETF made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Spire Wealth Management first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2023 and has held it in 11 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.