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 Q2	$3.14M	Buy	+38,098	New	+$2.89M	1.12%	28
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 $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

Win Advisors's GARP Position: Q2 2026 in Review

Win Advisors opened a new position in iShares MSCI USA Quality GARP ETF (GARP) in Q2 2026: 38,098 shares worth $3.14M. The stake represents 1.12% of the portfolio and ranks #28 among its holdings. This is a return to the name: Win Advisors previously reported a position in GARP as recently as Q4 2025.

Win Advisors first reported a position in GARP in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.29M in Q4 2025. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

Win Advisors held 38,098 shares of iShares MSCI USA Quality GARP ETF worth $3.14M as of Q2 2026.
iShares MSCI USA Quality GARP ETF was a new Win Advisors position in Q2 2026.
iShares MSCI USA Quality GARP ETF made up 1.12% of Win Advisors's portfolio in Q2 2026, its #28 holding.
Win Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2024 and has held it in 4 quarters since.
Win Advisors's iShares MSCI USA Quality GARP ETF position peaked at $3.29M in Q4 2025.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.