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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,814	Closed	-$240K	–	154
2025 Q2	$240K	Buy	1,814 +146	+9%	+$18.3K	0.06%	123
2025 Q1	$210K	Buy	1,668 +54	+3%	+$7.03K	0.06%	130
2024 Q4	$209K	Sell	1,614 -7	-0.4%	-$937	0.06%	109
2024 Q3	$214K	Buy	+1,621	New	+$205K	0.06%	106
2021 Q1	–	Sell	-1,126	Closed	-$109K	–	395
2020 Q4	$109K	Buy	+1,126	New	+$102K	0.1%	111

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Safeguard Investment Advisory Group's IWS Position: Q3 2025 in Review

Safeguard Investment Advisory Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 1,814 shares — an estimated $240K sold.

Safeguard Investment Advisory Group first reported a position in IWS in Q4 2020 and held it in 5 quarters. The position peaked at $240K in Q2 2025. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Safeguard Investment Advisory Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Safeguard Investment Advisory Group sold 1,814 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $240K.
Safeguard Investment Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 5 quarters.
Safeguard Investment Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $240K in Q2 2025.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.