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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,080	Closed	-$205K	–	122
2024 Q3	$205K	Buy	+1,080	New	+$205K	0.06%	113
2021 Q1	–	Sell	-199	Closed	-$27K	–	389
2020 Q4	$27K	Buy	+199	New	+$27K	0.02%	271