IUSV β€” Ishares Core S&P U.S. Value Etf

Ownership history in Garde Capital, Inc.  Β·  16 quarters on record

AI Ownership Summary

Garde Capital, Inc. reported Ishares Core S&P U.S. Value Etf (IUSV) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.49% in 2023 Q4. The latest visible filing shows IUSV at 1.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IUSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Garde Capital, Inc.'s position in Ishares Core S&P U.S. Value Etf, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IUSV was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.49% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Garde Capital, Inc. held IUSV β€” position size vs. price
% of Fund (quarterly)    IUSV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 241,369 -618 -0.3% 1.47% $24.7M 2026-02-14 (Est.) $106.36
2025 Q3 REDUCED 241,987 -2,115 -0.9% 1.18% $24.2M 2025-12-16 $101.75
2025 Q2 ADDED 244,102 +8,545 +3.6% 1.21% $23.1M 2025-07-03 $95.01
2025 Q1 ADDED 235,557 +8,288 +3.6% 1.22% $21.7M 2025-04-22 $84.60
2024 Q4 ADDED 227,269 +2,858 +1.3% 1.39% $21.0M 2025-02-25 $93.30
2024 Q3 REDUCED 224,411 -2,712 -1.2% 1.41% $21.4M 2024-12-03 $96.11
2024 Q2 REDUCED 227,123 -2,600 -1.1% 1.39% $20.0M 2024-08-19 $89.52
2024 Q1 REDUCED 229,723 -1,445 -0.6% 1.45% $20.8M 2024-05-29 $83.87
2023 Q4 ADDED 231,168 +13,958 +6.4% 1.49% $19.5M 2024-02-21 $82.35
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IUSV

As of 2026 Q1 β€” sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 0.22% Aspen Wealth Management LLC 3Y 0.05%

FAQ About Garde Capital, Inc. and IUSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Garde Capital, Inc. reported owning IUSV?

Garde Capital, Inc. reported IUSV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IUSV position in Garde Capital, Inc.'s portfolio?

The largest reported portfolio weight for IUSV was 1.49% in 2023 Q4.

What is the latest reported IUSV position on this page?

The most recent filing on this page is 2025 Q4, when Garde Capital, Inc. reported 241,369 shares, equal to 1.47% of portfolio, with an estimated market value of $24.7M.

What does the chart on this IUSV ownership page compare?

The chart compares Garde Capital, Inc.'s quarterly IUSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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