Safeguard Investment Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
1,814
+146
| +9% | +$19.3K | 0.06% | 123 |
|
|
2025
Q1 | $210K | Buy |
1,668
+54
| +3% | +$6.8K | 0.06% | 130 |
|
|
2024
Q4 | $209K | Sell |
1,614
-7
| -0.4% | -$905 | 0.06% | 109 |
|
|
2024
Q3 | $214K | Buy |
+1,621
| New | +$214K | 0.06% | 106 |
|
|
2021
Q1 | – | Sell |
-1,126
| Closed | -$109K | – | 395 |
|
|
2020
Q4 | $109K | Buy |
+1,126
| New | +$109K | 0.1% | 111 |
|