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Garde Capital’s iShares Russell 1000 ETF IWB Stock Holding History

Garde Capital’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.11M Sell
17,363
-45
-0.3% -$17.8K 0.32% 45
2026
Q1 		$6.21M Sell
17,408
-79
-0.5% -$29.4K 0.37% 41
2025
Q4 		$6.53M Sell
17,487
-55
-0.3% -$20.4K 0.39% 39
2025
Q3 		$6.41M Sell
17,542
-7,536
-30% -$2.65M 0.31% 51
2025
Q2 		$8.52M Sell
25,078
-54
-0.2% -$17K 0.44% 41
2025
Q1 		$7.71M Sell
25,132
-55
-0.2% -$17.8K 0.43% 39
2024
Q4 		$8.11M Sell
25,187
-1,135
-4% -$368K 0.54% 35
2024
Q3 		$8.28M Sell
26,322
-70
-0.3% -$21.2K 0.54% 35
2024
Q2 		$7.85M Sell
26,392
-22
-0.1% -$6.32K 0.55% 35
2024
Q1 		$7.61M Sell
26,414
-46
-0.2% -$12.6K 0.53% 35
2023
Q4 		$6.94M Buy
26,460
+4,066
+18% +$996K 0.53% 36
2023
Q3 		$5.26M Sell
22,394
-71
-0.3% -$17.4K 0.45% 40
2023
Q2 		$5.48M Buy
22,465
+13,895
+162% +$3.2M 0.46% 39
2023
Q1 		$1.93M Sell
8,570
-128
-1% -$28.2K 0.21% 57
2022
Q4 		$1.83M Sell
8,698
-10
-0.1% -$2.12K 0.22% 57
2022
Q3 		$1.72M Hold
8,708
– – 0.22% 56
2022
Q2 		$1.81M Sell
8,708
-23
-0.3% -$5.2K 0.22% 56
2022
Q1 		$2.18M Sell
8,731
-14
-0.2% -$3.46K 0.22% 58
2021
Q4 		$2.31M Sell
8,745
-3
-0% -$772 0.23% 55
2021
Q3 		$2.11M Sell
8,748
-34
-0.4% -$8.45K 0.22% 52
2021
Q2 		$2.13M Buy
8,782
+7
+0.1% +$1.65K 0.22% 53
2021
Q1 		$1.96M Hold
8,775
– – 0.23% 53
2020
Q4 		$1.86M Sell
8,775
-151
-2% -$30.1K 0.23% 47
2020
Q3 		$1.67M Sell
8,926
-13
-0.1% -$2.4K 0.25% 46
2020
Q2 		$1.53M Hold
8,939
– – 0.22% 50
2020
Q1 		$1.26M Sell
8,939
-22
-0.2% -$3.72K 0.22% 51
2019
Q4 		$1.6M Hold
8,961
– – 0.23% 48
2019
Q3 		$1.47M Hold
8,961
– – 0.23% 51
2019
Q2 		$1.46M Sell
8,961
-20
-0.2% -$3.2K 0.24% 48
2019
Q1 		$1.41M Sell
8,981
-317
-3% -$47.9K 0.24% 47
2018
Q4 		$1.29M Hold
9,298
– – 0.23% 57
2018
Q3 		$1.41M Buy
9,298
+7,499
+417% +$1.19M 0.24% 52
2018
Q2 		$273K Sell
1,799
-7,533
-81% -$1.13M 0.05% 141
2018
Q1 		$1.37M Sell
9,332
-2,181
-19% -$331K 0.25% 50
2017
Q4 		$1.71M Buy
11,513
+9,609
+505% +$1.39M 0.32% 43
2017
Q3 		$266K Sell
1,904
-816
-30% -$112K 0.05% 147
2017
Q2 		$368K Buy
2,720
+689
+34% +$92K 0.09% 84
2017
Q1 		$267K Sell
2,031
-104
-5% -$13.5K 0.07% 94
2016
Q4 		$266K Sell
2,135
-205
-9% -$24.9K 0.08% 92
2016
Q3 		$250K Buy
2,340
+140
+6% +$16.8K 0.08% 124
2016
Q2 		$257K Sell
2,200
-44
-2% -$5.07K 0.08% 90
2016
Q1 		$256K Sell
2,244
-44
-2% -$4.75K 0.08% 93
2015
Q4 		$259K Sell
2,288
-52
-2% -$5.95K 0.09% 87
2015
Q3 		$250K Sell
2,340
-29
-1% -$3.29K 0.08% 124
2015
Q2 		$275K Sell
2,369
-29
-1% -$3.42K 0.08% 120
2015
Q1 		$278K Sell
2,398
-36
-1% -$4.16K 0.08% 121
2014
Q4 		$279K Sell
2,434
-33
-1% -$3.7K 0.09% 115
2014
Q3 		$271K Sell
2,467
-142
-5% -$15.7K 0.11% 84
2014
Q2 		$287K Buy
+2,609
New +$278K 0.11% 76

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garde Capital's IWB Position: Q2 2026 in Review

Garde Capital reduced its iShares Russell 1000 ETF (IWB) stake by 0.26% in Q2 2026, selling an estimated $17.8K and leaving 17,363 shares worth $7.11M. The position accounts for 0.32% of the portfolio, ranked #45.

Garde Capital first reported a position in IWB in Q2 2014 and has held it in 49 quarters since. The position peaked at $8.52M in Q2 2025. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Garde Capital held 17,363 shares of iShares Russell 1000 ETF worth $7.11M as of Q2 2026.
  • Garde Capital sold 45 iShares Russell 1000 ETF shares in Q2 2026, an estimated $17.8K.
  • iShares Russell 1000 ETF made up 0.32% of Garde Capital's portfolio in Q2 2026, its #45 holding.
  • Garde Capital first reported a position in iShares Russell 1000 ETF in Q2 2014 and has held it in 49 quarters since.
  • Garde Capital's iShares Russell 1000 ETF position peaked at $8.52M in Q2 2025.
  • 1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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