Garde Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Garde Capital’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.52M	Sell	29,323 -678	-2%	-$122K	0.25%	57
2026 Q1	$4.65M	Buy	30,001 +251	+0.8%	+$41.3K	0.28%	49
2025 Q4	$5M	Sell	29,750 -4,159	-12%	-$694K	0.3%	49
2025 Q3	$5.58M	Buy	33,909 +537	+2%	+$84.3K	0.27%	57
2025 Q2	$5.02M	Buy	33,372 +156	+0.5%	+$21.1K	0.26%	57
2025 Q1	$4.22M	Buy	33,216 +8,811	+36%	+$1.22M	0.24%	60
2024 Q4	$3.4M	Hold	24,405	–	–	0.22%	58
2024 Q3	$3.22M	Hold	24,405	–	–	0.21%	55
2024 Q2	$3.11M	Sell	24,405 -183	-0.7%	-$21.8K	0.22%	56
2024 Q1	$2.88M	Sell	24,588 -260	-1%	-$28.9K	0.2%	55
2023 Q4	$2.59M	Buy	24,848 +3,400	+16%	+$335K	0.2%	56
2023 Q3	$2.03M	Hold	21,448	–	–	0.17%	58
2023 Q2	$2.09M	Buy	21,448 +1,489	+7%	+$137K	0.17%	61
2023 Q1	$1.77M	Buy	19,959 +10,714	+116%	+$912K	0.19%	62
2022 Q4	$754K	Buy	+9,245	New	+$773K	0.09%	92

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Garde Capital's IUSG Position: Q2 2026 in Review

Garde Capital reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.3% in Q2 2026, selling an estimated $122K and leaving 29,323 shares worth $5.52M. The position accounts for 0.25% of the portfolio, ranked #57.

Garde Capital first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.58M in Q3 2025. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Garde Capital held 29,323 shares of iShares Core S&P US Growth ETF worth $5.52M as of Q2 2026.
Garde Capital sold 678 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $122K.
iShares Core S&P US Growth ETF made up 0.25% of Garde Capital's portfolio in Q2 2026, its #57 holding.
Garde Capital first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
Garde Capital's iShares Core S&P US Growth ETF position peaked at $5.58M in Q3 2025.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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