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

Safeguard Investment Advisory Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$243K Buy
+617
New +$225K 0.06% 147
2024
Q4 		– Sell
-755
Closed -$215K – 123
2024
Q3 		$215K Buy
+755
New +$207K 0.06% 105
2021
Q1 		– Sell
-2
Closed – – 392
2020
Q4 		$0 Buy
+2
New +$510 ﹤0.01% 748

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Safeguard Investment Advisory Group's IWO Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 617 shares worth $243K. The stake represents 0.06% of the portfolio and ranks #147 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in IWO as recently as Q3 2024.

Safeguard Investment Advisory Group first reported a position in IWO in Q4 2020 and has held it in 3 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Safeguard Investment Advisory Group held 617 shares of iShares Russell 2000 Growth ETF worth $243K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Safeguard Investment Advisory Group position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #147 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.