TDB
GARP

Thompson David Blair’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Thompson David Blair’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 		$584K Sell
7,075
-761
-10% -$57.8K 0.29% 107
2026
Q1 		$501K Buy
7,836
+3,018
+63% +$205K 0.29% 99
2025
Q4 		$328K Buy
+4,818
New +$324K 0.19% 122

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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Thompson David Blair's GARP Position: Q2 2026 in Review

Thompson David Blair reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 9.7% in Q2 2026, selling an estimated $57.8K and leaving 7,075 shares worth $584K. The position accounts for 0.29% of the portfolio, ranked #107.

Thompson David Blair first reported a position in GARP in Q4 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Thompson David Blair held 7,075 shares of iShares MSCI USA Quality GARP ETF worth $584K as of Q2 2026.
  • Thompson David Blair sold 761 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $57.8K.
  • iShares MSCI USA Quality GARP ETF made up 0.29% of Thompson David Blair's portfolio in Q2 2026, its #107 holding.
  • Thompson David Blair first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.