Garde Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Garde Capital’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Sell	2,853 -155	-5%	-$56.6K	0.05%	111
2026 Q1	$944K	Buy	3,008 +150	+5%	+$49.9K	0.06%	101
2025 Q4	$923K	Sell	2,858 -17	-0.6%	-$5.53K	0.05%	110
2025 Q3	$920K	Hold	2,875	–	–	0.04%	126
2025 Q2	$822K	Sell	2,875 -16	-0.6%	-$4.21K	0.04%	128
2025 Q1	$739K	Sell	2,891 -115	-4%	-$32.5K	0.04%	136
2024 Q4	$865K	Sell	3,006 -38	-1%	-$11.2K	0.06%	105
2024 Q3	$864K	Buy	3,044 +41	+1%	+$11.2K	0.06%	106
2024 Q2	$788K	Sell	3,003 -38	-1%	-$9.86K	0.05%	108
2024 Q1	$823K	Sell	3,041 -255	-8%	-$65.2K	0.06%	108
2023 Q4	$831K	Sell	3,296 -550	-14%	-$124K	0.06%	105
2023 Q3	$862K	Sell	3,846 -27	-0.7%	-$6.46K	0.07%	97
2023 Q2	$940K	Buy	3,873 +21	+0.5%	+$4.82K	0.08%	95
2023 Q1	$874K	Hold	3,852	–	–	0.1%	89
2022 Q4	$826K	Sell	3,852 -298	-7%	-$65.3K	0.1%	87
2022 Q3	$857K	Hold	4,150	–	–	0.11%	78
2022 Q2	$856K	Sell	4,150 -27	-0.6%	-$6.02K	0.1%	82
2022 Q1	$1.07M	Sell	4,177 -197	-5%	-$50.4K	0.11%	83
2021 Q4	$1.28M	Buy	4,374 +181	+4%	+$54.5K	0.13%	75
2021 Q3	$1.23M	Hold	4,193	–	–	0.13%	74
2021 Q2	$1.31M	Buy	4,193 +202	+5%	+$60.8K	0.14%	70
2021 Q1	$1.2M	Sell	3,991 -23	-0.6%	-$7.14K	0.14%	74
2020 Q4	$1.15M	Sell	4,014 -38	-0.9%	-$9.69K	0.14%	69
2020 Q3	$898K	Hold	4,052	–	–	0.14%	73
2020 Q2	$838K	Sell	4,052 -64	-2%	-$12K	0.12%	70
2020 Q1	$651K	Sell	4,116 -17	-0.4%	-$3.38K	0.11%	69
2019 Q4	$885K	Sell	4,133 -61	-1%	-$12.4K	0.13%	65
2019 Q3	$808K	Sell	4,194 -78	-2%	-$15.5K	0.13%	65
2019 Q2	$858K	Sell	4,272 -80	-2%	-$15.8K	0.14%	63
2019 Q1	$856K	Buy	4,352 +1	+0%	+$190	0.15%	60
2018 Q4	$731K	Hold	4,351	–	–	0.13%	88
2018 Q3	$822K	Sell	4,351 -484	-10%	-$103K	0.14%	84
2018 Q2	$988K	Sell	4,835 -118	-2%	-$23.6K	0.17%	72
2018 Q1	$944K	Sell	4,953 -233	-4%	-$44.7K	0.17%	72
2017 Q4	$968K	Sell	5,186 -2,282	-31%	-$417K	0.18%	69
2017 Q3	$1.34M	Sell	7,468 -20	-0.3%	-$3.4K	0.26%	49
2017 Q2	$1.26M	Sell	7,488 -1,065	-12%	-$175K	0.31%	38
2017 Q1	$1.38M	Buy	8,553 +70	+0.8%	+$11.1K	0.37%	33
2016 Q4	$1.31M	Sell	8,483 -495	-6%	-$73.9K	0.38%	35
2016 Q3	$1.2M	Buy	8,978 +552	+7%	+$80.4K	0.38%	49
2016 Q2	$1.16M	Sell	8,426 -42	-0.5%	-$5.67K	0.37%	35
2016 Q1	$1.12M	Sell	8,468 -87	-1%	-$10.9K	0.37%	33
2015 Q4	$1.19M	Sell	8,555 -423	-5%	-$60K	0.42%	37
2015 Q3	$1.2M	Sell	8,978 -153	-2%	-$22.7K	0.38%	49
2015 Q2	$1.41M	Sell	9,131 -326	-3%	-$50K	0.42%	48
2015 Q1	$1.43M	Sell	9,457 -310	-3%	-$45.2K	0.43%	47
2014 Q4	$1.39M	Sell	9,767 -173	-2%	-$23.4K	0.43%	50
2014 Q3	$1.29M	Buy	9,940 +132	+1%	+$17.7K	0.5%	41
2014 Q2	$1.36M	Buy	+9,808	New	+$1.29M	0.53%	39

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Garde Capital's IWO Position: Q2 2026 in Review

Garde Capital reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.2% in Q2 2026, selling an estimated $56.6K and leaving 2,853 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #111.

Garde Capital first reported a position in IWO in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.43M in Q1 2015. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Garde Capital held 2,853 shares of iShares Russell 2000 Growth ETF worth $1.12M as of Q2 2026.
Garde Capital sold 155 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $56.6K.
iShares Russell 2000 Growth ETF made up 0.05% of Garde Capital's portfolio in Q2 2026, its #111 holding.
Garde Capital first reported a position in iShares Russell 2000 Growth ETF in Q2 2014 and has held it in 49 quarters since.
Garde Capital's iShares Russell 2000 Growth ETF position peaked at $1.43M in Q1 2015.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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