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
2025 Q2	$240K	Buy
2025 Q1	$210K	Buy
2024 Q4	$209K	Sell
2024 Q3	$214K	Buy
2021 Q1	–	Sell
2020 Q4	$109K	Buy