Wealth Enhancement Advisory Services’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Wealth Enhancement Advisory Services’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	$38.8M	Buy	450,302 +3,759	+0.8%	+$309K	0.06%	291
2026 Q2	$36.4M	Buy	446,543 +365,682	+452%	+$27.8M	0.06%	273
2026 Q1	$5.25M	Buy	80,861 +74,525	+1,176%	+$5.06M	0.01%	880
2025 Q4	$445K	Buy	6,336 +2,456	+63%	+$165K	﹤0.01%	2572
2025 Q3	$258K	Buy	3,880 +22	+0.6%	+$1.37K	﹤0.01%	2913
2025 Q2	$235K	Buy	+3,858	New	+$210K	﹤0.01%	2859

Other funds holding GARP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's GARP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 0.84% in Q3 2026, buying an estimated $309K and bringing the position to 450,302 shares worth $38.8M. The position accounts for 0.06% of the portfolio, ranked #291.

Wealth Enhancement Advisory Services first reported a position in GARP in Q2 2025 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold GARP as of Q3 2026.

Wealth Enhancement Advisory Services held 450,302 shares of iShares MSCI USA Quality GARP ETF worth $38.8M as of Q3 2026.
Wealth Enhancement Advisory Services bought 3,759 iShares MSCI USA Quality GARP ETF shares in Q3 2026, an estimated $309K.
iShares MSCI USA Quality GARP ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #291 holding.
Wealth Enhancement Advisory Services first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 6 quarters since.
165 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.