GARP — iShares MSCI USA Quality GARP ETF

Ownership history in Integrated Wealth Concepts LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in iShares MSCI USA Quality GARP ETF (GARP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,964 -1,170 -22.8% 0.00% $260K $65.54
2025 Q1 INITIATED 5,134 — — 0.00% $262K $50.86
% of Fund (quarterly)    GARP price (monthly, adj. close)

Other funds also holding GARP

As of 2025 Q4 — sorted by position size

LANDAAS & CO /WI /ADV 3Y 7Y 6.65% Planned Solutions, Inc. 3Y 5.14% ARQ WEALTH ADVISORS, LLC 3Y 4.1% Olde Wealth Management, LLC 3Y 3.09% VALLEY NATIONAL ADVISERS INC 3Y 7Y 2.17% OPTIMA CAPITAL LLC 1.74% WJ Wealth Management, LLC 3Y 1.68% B&D White Capital Company, LLC 3Y 1.6% WIN ADVISORS, INC 3Y 1.4% D'Orazio & Associates, Inc. 3Y 7Y 1.33%
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