Safeguard Investment Advisory Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Buy |
3,375
+95
| +3% | +$23.4K | 0.21% | 55 |
|
|
2025
Q1 | $692K | Sell |
3,280
-15
| -0.5% | -$3.16K | 0.19% | 55 |
|
|
2024
Q4 | $775K | Buy |
3,295
+108
| +3% | +$25.4K | 0.21% | 47 |
|
|
2024
Q3 | $701K | Buy |
3,187
+3
| +0.1% | +$660 | 0.2% | 47 |
|
|
2024
Q2 | $683K | Sell |
3,184
-195
| -6% | -$41.8K | 0.21% | 45 |
|
|
2024
Q1 | $659K | Buy |
3,379
+74
| +2% | +$14.4K | 0.22% | 47 |
|
|
2023
Q4 | $579K | Buy |
3,305
+176
| +6% | +$30.8K | 0.22% | 48 |
|
|
2023
Q3 | $481K | Buy |
3,129
+160
| +5% | +$24.6K | 0.21% | 51 |
|
|
2023
Q2 | $471K | Sell |
2,969
-22
| -0.7% | -$3.49K | 0.2% | 53 |
|
|
2023
Q1 | $416K | Buy |
2,991
+71
| +2% | +$9.86K | 0.2% | 60 |
|
|
2022
Q4 | $352K | Sell |
2,920
-4
| -0.1% | -$482 | 0.22% | 65 |
|
|
2022
Q3 | $349K | Sell |
2,924
-1,008
| -26% | -$120K | 0.24% | 61 |
|
|
2022
Q2 | $624K | Hold |
3,932
| – | – | 0.38% | 42 |
|
|
2022
Q1 | $624K | Buy |
3,932
+554
| +16% | +$87.9K | 0.43% | 36 |
|
|
2021
Q4 | $585K | Buy |
3,378
+65
| +2% | +$11.3K | 0.34% | 44 |
|
|
2021
Q3 | $505K | Sell |
3,313
-20
| -0.6% | -$3.05K | 0.33% | 47 |
|
|
2021
Q2 | $502K | Buy |
3,333
+198
| +6% | +$29.8K | 0.36% | 48 |
|
|
2021
Q1 | $421K | Sell |
3,135
-221
| -7% | -$29.7K | 0.38% | 49 |
|
|
2020
Q4 | $446K | Buy |
+3,356
| New | +$446K | 0.4% | 48 |
|