Safeguard Investment Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
1,771
-150
| -8% | -$20.8K | 0.06% | 118 |
|
|
2025
Q1 | $226K | Sell |
1,921
-5
| -0.3% | -$588 | 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% | +$117 | 0.06% | 96 |
|
|
2024
Q2 | $214K | Buy |
+1,935
| New | +$214K | 0.07% | 96 |
|
|
2021
Q1 | – | Sell |
-1,490
| Closed | -$153K | – | 393 |
|
|
2020
Q4 | $153K | Buy |
+1,490
| New | +$153K | 0.14% | 91 |
|