Safeguard Investment Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Buy	+1,126	New	+$243K	0.06%	121
2021 Q1	–	Sell	-691	Closed	-$135K	–	391
2020 Q4	$135K	Buy	+691	New	+$135K	0.12%	98