Safeguard Investment Advisory Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $734K | Sell |
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|
2025
Q2 | $832K | Buy |
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|
2025
Q1 | $692K | Sell |
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|
2024
Q4 | $775K | Buy |
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|
2024
Q3 | $701K | Buy |
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|
2024
Q2 | $683K | Sell |
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|
2024
Q1 | $659K | Buy |
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|
2023
Q4 | $579K | Buy |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $349K | Sell |
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|
2022
Q2 | $624K | Hold |
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|
2022
Q1 | $624K | Buy |
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|
2021
Q4 | $585K | Buy |
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|
2021
Q3 | $505K | Sell |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $446K | Buy |
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