GARP — ISHARES TR

Ownership history in WIN ADVISORS, INC  ·  3 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC 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
1.4% (2025 Q4)
Avg. % of fund
0.96%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 48,301 +4,812 +11.1% 1.40% $3.3M $68.06
2025 Q2 ADDED 43,489 +35,840 +468.6% 1.27% $2.6M $60.23
2024 Q4 INITIATED 7,649 — — 0.21% $430K $56.02
% 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% D'Orazio & Associates, Inc. 3Y 7Y 1.33% PARK NATIONAL CORP /OH/ 3Y 7Y 0.63%
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