Safeguard Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-770	Closed	-$222K	–	111
2024 Q4	$222K	Buy	770 +20	+3%	+$5.76K	0.05%	108
2024 Q3	$213K	Buy	+750	New	+$213K	0.05%	118