Safeguard Investment Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,519	Closed	-$216K	–	157
2025 Q3	$216K	Sell	1,519 -252	-14%	-$35.6K	0.05%	134
2025 Q2	$246K	Sell	1,771 -150	-8%	-$19K	0.06%	118
2025 Q1	$226K	Sell	1,921 -5	-0.3%	-$643	0.06%	123
2024 Q4	$244K	Sell	1,926 -10	-0.5%	-$1.27K	0.07%	93
2024 Q3	$227K	Buy	1,936 +1	+0.1%	+$112	0.06%	96
2024 Q2	$214K	Buy	+1,935	New	+$213K	0.07%	96
2021 Q1	–	Sell	-1,490	Closed	-$153K	–	393
2020 Q4	$153K	Buy	+1,490	New	+$142K	0.14%	91

Other funds holding IWP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Safeguard Investment Advisory Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,519 shares — an estimated $216K sold.

Safeguard Investment Advisory Group first reported a position in IWP in Q4 2020 and held it in 7 quarters. The position peaked at $246K in Q2 2025. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Safeguard Investment Advisory Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Safeguard Investment Advisory Group sold 1,519 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $216K.
Safeguard Investment Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 7 quarters.
Safeguard Investment Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $246K in Q2 2025.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

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