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Safeguard Investment Advisory Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$552K Buy
1,899
+2
+0.1% +$565 0.13% 80
2026
Q1 		$472K Sell
1,897
-142
-7% -$37.6K 0.13% 73
2025
Q4 		$565K Sell
2,039
-645
-24% -$179K 0.14% 65
2025
Q3 		$734K Sell
2,684
-691
-20% -$179K 0.18% 56
2025
Q2 		$832K Buy
3,375
+95
+3% +$21.1K 0.21% 55
2025
Q1 		$692K Sell
3,280
-15
-0.5% -$3.45K 0.19% 55
2024
Q4 		$775K Buy
3,295
+108
+3% +$24.8K 0.21% 47
2024
Q3 		$701K Buy
3,187
+3
+0.1% +$638 0.2% 47
2024
Q2 		$683K Sell
3,184
-195
-6% -$38.9K 0.21% 45
2024
Q1 		$659K Buy
3,379
+74
+2% +$13.8K 0.22% 47
2023
Q4 		$579K Buy
3,305
+176
+6% +$28.9K 0.22% 48
2023
Q3 		$481K Buy
3,129
+160
+5% +$25.5K 0.21% 51
2023
Q2 		$471K Sell
2,969
-22
-0.7% -$3.21K 0.2% 53
2023
Q1 		$416K Buy
2,991
+71
+2% +$9.22K 0.2% 60
2022
Q4 		$352K Sell
2,920
-4
-0.1% -$497 0.22% 65
2022
Q3 		$349K Sell
2,924
-1,008
-26% -$135K 0.24% 61
2022
Q2 		$624K Hold
3,932
– – 0.38% 42
2022
Q1 		$624K Buy
3,932
+554
+16% +$86.4K 0.43% 36
2021
Q4 		$585K Buy
3,378
+65
+2% +$10.8K 0.34% 44
2021
Q3 		$505K Sell
3,313
-20
-0.6% -$3.15K 0.33% 47
2021
Q2 		$502K Buy
3,333
+198
+6% +$28.3K 0.36% 48
2021
Q1 		$421K Sell
3,135
-221
-7% -$29.6K 0.38% 49
2020
Q4 		$446K Buy
+3,356
New +$423K 0.4% 48

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Safeguard Investment Advisory Group's IWY Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.11% in Q2 2026, buying an estimated $565 and bringing the position to 1,899 shares worth $552K. The position accounts for 0.13% of the portfolio, ranked #80.

Safeguard Investment Advisory Group first reported a position in IWY in Q4 2020 and has held it in 23 quarters since. The position peaked at $832K in Q2 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Safeguard Investment Advisory Group held 1,899 shares of iShares Russell Top 200 Growth ETF worth $552K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 2 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $565.
  • iShares Russell Top 200 Growth ETF made up 0.13% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #80 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's iShares Russell Top 200 Growth ETF position peaked at $832K in Q2 2025.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.