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

WJ Wealth Management’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	$4.47M	Sell	54,133 -53	-0.1%	-$4.03K	1.76%	20
2026 Q1	$3.47M	Sell	54,186 -2,077	-4%	-$141K	1.62%	20
2025 Q4	$3.83M	Sell	56,263 -656	-1%	-$44.2K	1.68%	20
2025 Q3	$3.92M	Sell	56,919 -39,763	-41%	-$2.48M	1.72%	19
2025 Q2	$5.84M	Buy	96,682 +922	+1%	+$50.2K	1.84%	19
2025 Q1	$4.89M	Buy	95,760 +4,644	+5%	+$260K	1.73%	19
2024 Q4	$5.13M	Buy	91,116 +3,771	+4%	+$208K	1.76%	20
2024 Q3	$4.66M	Buy	+87,345	New	+$4.5M	1.64%	21

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

WJ Wealth Management's GARP Position: Q2 2026 in Review

WJ Wealth Management reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 0.1% in Q2 2026, selling an estimated $4.03K and leaving 54,133 shares worth $4.47M. The position accounts for 1.76% of the portfolio, ranked #20.

WJ Wealth Management first reported a position in GARP in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.84M in Q2 2025. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

WJ Wealth Management held 54,133 shares of iShares MSCI USA Quality GARP ETF worth $4.47M as of Q2 2026.
WJ Wealth Management sold 53 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $4.03K.
iShares MSCI USA Quality GARP ETF made up 1.76% of WJ Wealth Management's portfolio in Q2 2026, its #20 holding.
WJ Wealth Management first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2024 and has held it in 8 quarters since.
WJ Wealth Management's iShares MSCI USA Quality GARP ETF position peaked at $5.84M in Q2 2025.
176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.