Spire Wealth Management
GARP icon

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
Q3 		$1.51M Buy
17,712
+1,013
+6% +$83.3K 0.05% 328
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Landaas & Company
Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Community Trust
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Spire Wealth Management's GARP Position: Q3 2026 in Review

Spire Wealth Management increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 6.1% in Q3 2026, buying an estimated $83.3K and bringing the position to 17,712 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #328.

Spire Wealth Management first reported a position in GARP in Q4 2023 and has held it in 12 quarters since. 106 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

  • Spire Wealth Management held 17,712 shares of iShares MSCI USA Quality GARP ETF worth $1.51M as of Q3 2026.
  • Spire Wealth Management bought 1,013 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $83.3K.
  • iShares MSCI USA Quality GARP ETF made up 0.05% of Spire Wealth Management's portfolio in Q3 2026, its #328 holding.
  • Spire Wealth Management first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2023 and has held it in 12 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.