SF
IWD icon

Safeguard Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Safeguard Financial’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$360K Sell
1,915
-7
-0.4% -$1.33K 0.08% 78
2024
Q4 		$356K Hold
1,922
– – 0.08% 81
2024
Q3 		$365K Hold
1,922
– – 0.09% 84
2024
Q2 		$335K Sell
1,922
-60
-3% -$10.5K 0.09% 76
2024
Q1 		$355K Hold
1,982
– – 0.12% 62
2023
Q4 		$328K Buy
+1,982
New +$306K 0.12% 58
2023
Q3 		– Sell
-21
Closed -$3K – 312
2023
Q2 		$3K Buy
+21
New +$3.21K ﹤0.01% 440

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Safeguard Financial's IWD Position: Q1 2025 in Review

Safeguard Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.36% in Q1 2025, selling an estimated $1.33K and leaving 1,915 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #78.

Safeguard Financial first reported a position in IWD in Q2 2023 and has held it in 7 quarters since. The position peaked at $365K in Q3 2024. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

  • Safeguard Financial held 1,915 shares of iShares Russell 1000 Value ETF worth $360K as of Q1 2025.
  • Safeguard Financial sold 7 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $1.33K.
  • iShares Russell 1000 Value ETF made up 0.08% of Safeguard Financial's portfolio in Q1 2025, its #78 holding.
  • Safeguard Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 7 quarters since.
  • Safeguard Financial's iShares Russell 1000 Value ETF position peaked at $365K in Q3 2024.
  • 1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.