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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Safeguard Investment Advisory Group's IWO Position: Q4 2024 in Review

Safeguard Investment Advisory Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2024, closing a stake of 755 shares — an estimated $215K sold.

Safeguard Investment Advisory Group first reported a position in IWO in Q4 2020 and held it in 2 quarters. The position peaked at $215K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Safeguard Investment Advisory Group reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 755 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $215K.
  • Safeguard Investment Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's iShares Russell 2000 Growth ETF position peaked at $215K in Q3 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.