Safeguard Investment Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Hold |
1,361
| – | – | 0.14% | 70 |
|
|
2025
Q1 | $491K | Buy |
1,361
+1
| +0.1% | +$361 | 0.13% | 70 |
|
|
2024
Q4 | $546K | Hold |
1,360
| – | – | 0.15% | 59 |
|
|
2024
Q3 | $511K | Buy |
1,360
+644
| +90% | +$242K | 0.15% | 56 |
|
|
2024
Q2 | $261K | Hold |
716
| – | – | 0.08% | 81 |
|
|
2024
Q1 | $241K | Buy |
716
+1
| +0.1% | +$337 | 0.08% | 86 |
|
|
2023
Q4 | $217K | Buy |
+715
| New | +$217K | 0.08% | 92 |
|
|
2021
Q1 | – | Sell |
-385
| Closed | -$92K | – | 390 |
|
|
2020
Q4 | $92K | Buy |
+385
| New | +$92K | 0.08% | 129 |
|