Wagner Wealth Management (South Carolina)’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Wagner Wealth Management (South Carolina)’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	$295K	Buy	3,570 +1,282	+56%	+$97.4K	0.05%	119
2026 Q1	$146K	Hold	2,288	–	–	0.03%	143
2025 Q4	$156K	Hold	2,288	–	–	0.03%	138
2025 Q3	$150K	Hold	2,288	–	–	0.03%	131
2025 Q2	$138K	Buy	+2,288	New	+$124K	0.03%	133

Other funds holding GARP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina)'s GARP Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 56% in Q2 2026, buying an estimated $97.4K and bringing the position to 3,570 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #119.

Wagner Wealth Management (South Carolina) first reported a position in GARP in Q2 2025 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Wagner Wealth Management (South Carolina) held 3,570 shares of iShares MSCI USA Quality GARP ETF worth $295K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 1,282 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $97.4K.
iShares MSCI USA Quality GARP ETF made up 0.05% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #119 holding.
Wagner Wealth Management (South Carolina) first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 5 quarters since.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.