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

Garde Capital’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-516	Closed	-$47.5K	–	527
2025 Q2	$47.5K	Hold	516	–	–	﹤0.01%	357
2025 Q1	$43.9K	Buy	+516	New	+$46K	﹤0.01%	351
2024 Q2	–	Sell	-1,266	Closed	-$106K	–	277
2024 Q1	$106K	Buy	+1,266	New	+$100K	0.01%	276
2019 Q2	–	Sell	-9,964	Closed	-$538K	–	145
2019 Q1	$538K	Buy	9,964 +316	+3%	+$16.4K	0.09%	79
2018 Q4	$448K	Sell	9,648 -28,944	-75%	-$1.46M	0.08%	120
2018 Q3	$493K	Buy	38,592 +28,944	+300%	+$1.59M	0.08%	117
2018 Q2	$512K	Buy	9,648 +4,488	+87%	+$236K	0.09%	109
2018 Q1	$266K	Hold	5,160	–	–	0.05%	141
2017 Q4	$268K	Hold	5,160	–	–	0.05%	144
2017 Q3	$254K	Hold	5,160	–	–	0.05%	149
2017 Q2	$248K	Buy	+5,160	New	+$245K	0.06%	117

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Garde Capital's IWR Position: Q3 2025 in Review

Garde Capital sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 516 shares — an estimated $47.5K sold.

Garde Capital first reported a position in IWR in Q2 2017 and held it in 11 quarters. The position peaked at $538K in Q1 2019. 1,429 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Garde Capital reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 516 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $47.5K.
Garde Capital first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and held it in 11 quarters.
Garde Capital's iShares Russell Mid-Cap ETF position peaked at $538K in Q1 2019.
1,429 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.