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

Safeguard Investment Advisory Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,008
Closed -$244K – 156
2025
Q3 		$244K Sell
1,008
-118
-10% -$27.1K 0.06% 117
2025
Q2 		$243K Buy
+1,126
New +$227K 0.06% 121
2021
Q1 		– Sell
-691
Closed -$135K – 391
2020
Q4 		$135K Buy
+691
New +$121K 0.12% 98

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1,008 shares — an estimated $244K sold.

Safeguard Investment Advisory Group first reported a position in IWM in Q4 2020 and held it in 3 quarters. The position peaked at $244K in Q3 2025. 2,597 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Safeguard Investment Advisory Group reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,008 iShares Russell 2000 ETF shares in Q4 2025, an estimated $244K.
  • Safeguard Investment Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 3 quarters.
  • Safeguard Investment Advisory Group's iShares Russell 2000 ETF position peaked at $244K in Q3 2025.
  • 2,597 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

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