Garde Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History

Garde Capital’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$775K	Hold	5,632	–	–	0.03%	128
2026 Q1	$637K	Buy	5,632 +336	+6%	+$40.4K	0.04%	117
2025 Q4	$653K	Sell	5,296 -2,818	-35%	-$345K	0.04%	129
2025 Q3	$980K	Buy	8,114 +144	+2%	+$16.6K	0.05%	120
2025 Q2	$877K	Sell	7,970 -1,334	-14%	-$132K	0.05%	124
2025 Q1	$864K	Hold	9,304	–	–	0.05%	123
2024 Q4	$945K	Hold	9,304	–	–	0.06%	100
2024 Q3	$891K	Hold	9,304	–	–	0.06%	103
2024 Q2	$861K	Hold	9,304	–	–	0.06%	100
2024 Q1	$785K	Hold	9,304	–	–	0.05%	114
2023 Q4	$699K	Hold	9,304	–	–	0.05%	115
2023 Q3	$637K	Buy	+9,304	New	+$658K	0.05%	116
2014 Q4	–	Sell	-34,000	Closed	-$908K	–	145
2014 Q3	$908K	Buy	+34,000	New	+$906K	0.35%	49

Other funds holding IVW

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Garde Capital's IVW Position: Q2 2026 in Review

Garde Capital held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 5,632 shares worth $775K. The position accounts for 0.03% of the portfolio, ranked #128.

Garde Capital first reported a position in IVW in Q3 2014 and has held it in 13 quarters since. The position peaked at $980K in Q3 2025. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Garde Capital held 5,632 shares of iShares S&P 500 Growth ETF worth $775K as of Q2 2026.
Garde Capital left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.03% of Garde Capital's portfolio in Q2 2026, its #128 holding.
Garde Capital first reported a position in iShares S&P 500 Growth ETF in Q3 2014 and has held it in 13 quarters since.
Garde Capital's iShares S&P 500 Growth ETF position peaked at $980K in Q3 2025.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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