GARP — ISHARES TR

Ownership history in OPTIMA CAPITAL LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which OPTIMA CAPITAL LLC reported a position in ISHARES TR (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.

Peak position
1.74% (2025 Q4)
Avg. % of fund
1.74%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 58,935 — — 1.74% $4.0M $68.06
% 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% 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% PARK NATIONAL CORP /OH/ 3Y 7Y 0.63%
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