Safeguard Investment Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,032	Closed	-$477K	–	152
2025 Q4	$477K	Hold	4,032	–	–	0.12%	71
2025 Q3	$472K	Sell	4,032 -1,412	-26%	-$157K	0.12%	81
2025 Q2	$578K	Hold	5,444	–	–	0.14%	70
2025 Q1	$491K	Buy	5,444 +4	+0.1%	+$395	0.13%	70
2024 Q4	$546K	Hold	5,440	–	–	0.15%	59
2024 Q3	$511K	Buy	5,440 +2,576	+90%	+$234K	0.15%	56
2024 Q2	$261K	Hold	2,864	–	–	0.08%	81
2024 Q1	$241K	Buy	2,864 +4	+0.1%	+$322	0.08%	86
2023 Q4	$217K	Buy	+2,860	New	+$202K	0.08%	92
2021 Q1	–	Sell	-1,540	Closed	-$92K	–	390
2020 Q4	$92K	Buy	+1,540	New	+$87.7K	0.08%	129

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Safeguard Investment Advisory Group's IWF Position: Q1 2026 in Review

Safeguard Investment Advisory Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 4,032 shares — an estimated $477K sold.

Safeguard Investment Advisory Group first reported a position in IWF in Q4 2020 and held it in 10 quarters. The position peaked at $578K in Q2 2025. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Safeguard Investment Advisory Group reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Safeguard Investment Advisory Group sold 4,032 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $477K.
Safeguard Investment Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 10 quarters.
Safeguard Investment Advisory Group's iShares Russell 1000 Growth ETF position peaked at $578K in Q2 2025.
2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.