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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
PS
Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return