Safeguard Investment Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Safeguard Investment Advisory Group’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 Q4	–	Sell	-1,052	Closed	-$214K	–	155
2025 Q3	$214K	Buy	+1,052	New	+$209K	0.05%	137
2024 Q4	–	Sell	-1,080	Closed	-$205K	–	122
2024 Q3	$205K	Buy	+1,080	New	+$197K	0.06%	113
2021 Q1	–	Sell	-199	Closed	-$27K	–	389
2020 Q4	$27K	Buy	+199	New	+$25.5K	0.02%	271

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Safeguard Investment Advisory Group's IWD Position: Q4 2025 in Review

Safeguard Investment Advisory Group sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 1,052 shares — an estimated $214K sold.

Safeguard Investment Advisory Group first reported a position in IWD in Q4 2020 and held it in 3 quarters. The position peaked at $214K in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Safeguard Investment Advisory Group reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
Safeguard Investment Advisory Group sold 1,052 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $214K.
Safeguard Investment Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 3 quarters.
Safeguard Investment Advisory Group's iShares Russell 1000 Value ETF position peaked at $214K in Q3 2025.
1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.