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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,325
Closed -$90K 394
2020
Q4
$90K Buy
+1,325
New +$90K 0.08% 132