WWM
GARP

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
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

WJ Wealth Management's GARP Position: Q1 2026 in Review

WJ Wealth Management reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 3.7% in Q1 2026, selling an estimated $141K and leaving 54,186 shares worth $3.47M. The position accounts for 1.62% of the portfolio, ranked #20.

WJ Wealth Management first reported a position in GARP in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.84M in Q2 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • WJ Wealth Management held 54,186 shares of iShares MSCI USA Quality GARP ETF worth $3.47M as of Q1 2026.
  • WJ Wealth Management sold 2,077 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $141K.
  • iShares MSCI USA Quality GARP ETF made up 1.62% of WJ Wealth Management's portfolio in Q1 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 7 quarters since.
  • WJ Wealth Management's iShares MSCI USA Quality GARP ETF position peaked at $5.84M in Q2 2025.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.