Garde Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Garde Capital’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,000	Closed	-$1.44M	–	212
2025 Q4	$1.44M	Hold	12,000	–	–	0.09%	92
2025 Q3	$1.43M	Buy	+12,000	New	+$1.38M	0.07%	102

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Garde Capital's IJR Position: Q2 2026 in Review

Garde Capital reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.3% in Q2 2026, selling an estimated $155K and leaving 49,016 shares worth $7.27M. The position accounts for 0.33% of the portfolio, ranked #44.

Garde Capital first reported a position in IJR in Q4 2014 and has held it in 43 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Garde Capital held 49,016 shares of iShares Core S&P Small-Cap ETF worth $7.27M as of Q2 2026.
Garde Capital sold 1,131 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $155K.
iShares Core S&P Small-Cap ETF made up 0.33% of Garde Capital's portfolio in Q2 2026, its #44 holding.
Garde Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 43 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.