Win Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Win Advisors’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 Q1	–	Sell	-48,301	Closed	-$3.29M	–	128
2025 Q4	$3.29M	Buy	+48,301	New	+$3.25M	1.4%	16
2025 Q3	–	Sell	-43,489	Closed	-$2.63M	–	82
2025 Q2	$2.63M	Buy	+43,489	New	+$2.37M	1.27%	21
2025 Q1	–	Sell	-7,649	Closed	-$430K	–	89
2024 Q4	$430K	Buy	+7,649	New	+$423K	0.21%	51

Other funds holding GARP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Win Advisors's GARP Position: Q1 2026 in Review

Win Advisors sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q1 2026, closing a stake of 48,301 shares — an estimated $3.29M sold.

Win Advisors first reported a position in GARP in Q4 2024 and held it in 3 quarters. The position peaked at $3.29M in Q4 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

Win Advisors reported no remaining iShares MSCI USA Quality GARP ETF position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 48,301 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $3.29M.
Win Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and held it in 3 quarters.
Win Advisors's iShares MSCI USA Quality GARP ETF position peaked at $3.29M in Q4 2025.
139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.