WFS
GARP

WealthGarden F.S.’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

WealthGarden F.S.’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
2025
Q4 		– Sell
-9,487
Closed -$636K – 165
2025
Q3 		$636K Buy
+9,487
New +$593K 0.45% 74

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthGarden F.S.'s GARP Position: Q4 2025 in Review

WealthGarden F.S. sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q4 2025, closing a stake of 9,487 shares — an estimated $636K sold.

WealthGarden F.S. first reported a position in GARP in Q3 2025 and held it in 1 quarter. The position peaked at $636K in Q3 2025. 123 funds tracked by Wall St. Rank hold GARP as of Q4 2025.

  • WealthGarden F.S. reported no remaining iShares MSCI USA Quality GARP ETF position as of Q4 2025 after selling out during the quarter.
  • WealthGarden F.S. sold 9,487 iShares MSCI USA Quality GARP ETF shares in Q4 2025, an estimated $636K.
  • WealthGarden F.S. first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2025 and held it in 1 quarter.
  • WealthGarden F.S.'s iShares MSCI USA Quality GARP ETF position peaked at $636K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q4 2025.

Based on WealthGarden F.S.'s 13F filing for Q4 2025, filed 11 Feb 2026.