Garde Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Garde Capital’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$304K	Hold	2,074	–	–	0.01%	203
2026 Q1	$266K	Hold	2,074	–	–	0.02%	174
2025 Q4	$284K	Hold	2,074	–	–	0.02%	193
2025 Q3	$295K	Hold	2,074	–	–	0.01%	203
2025 Q2	$288K	Hold	2,074	–	–	0.02%	195
2025 Q1	$244K	Hold	2,074	–	–	0.01%	203
2024 Q4	$263K	Hold	2,074	–	–	0.02%	189
2024 Q3	$243K	Hold	2,074	–	–	0.02%	191
2024 Q2	$229K	Hold	2,074	–	–	0.02%	193
2024 Q1	$236K	Hold	2,074	–	–	0.02%	189
2023 Q4	$217K	Hold	2,074	–	–	0.02%	192
2023 Q3	$189K	Hold	2,074	–	–	0.02%	196
2023 Q2	$200K	Hold	2,074	–	–	0.02%	215
2023 Q1	$189K	Hold	2,074	–	–	0.02%	187
2022 Q4	$173K	Hold	2,074	–	–	0.02%	192
2022 Q3	$163K	Hold	2,074	–	–	0.02%	186
2022 Q2	$164K	Hold	2,074	–	–	0.02%	204
2022 Q1	$208K	Hold	2,074	–	–	0.02%	193
2021 Q4	$239K	Hold	2,074	–	–	0.02%	195
2021 Q3	$232K	Hold	2,074	–	–	0.02%	188
2021 Q2	$235K	Hold	2,074	–	–	0.02%	185
2021 Q1	$212K	Hold	2,074	–	–	0.02%	186
2020 Q4	$212K	Buy	+2,074	New	+$197K	0.03%	176

Other funds holding IWP

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

CCWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Garde Capital's IWP Position: Q2 2026 in Review

Garde Capital held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,074 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #203.

Garde Capital first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. 872 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Garde Capital held 2,074 shares of iShares Russell Mid-Cap Growth ETF worth $304K as of Q2 2026.
Garde Capital left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Garde Capital's portfolio in Q2 2026, its #203 holding.
Garde Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
872 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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