WJ Wealth Management’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.84M Buy
96,682
+922
+1% +$55.7K 1.84% 19
2025
Q1
$4.89M Buy
95,760
+4,644
+5% +$237K 1.73% 19
2024
Q4
$5.13M Buy
91,116
+3,771
+4% +$212K 1.76% 20
2024
Q3
$4.66M Buy
+87,345
New +$4.66M 1.64% 21