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iShares S&P 500 Index shares owned by Safeguard Investment Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Safeguard Investment Advisory Group from 13F filings

Historical chart of Safeguard Investment Advisory Group investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $378k 792 477.01
2023-09-30 $419k 974 429.67
2023-06-30 $445k 998 445.96
2023-03-31 $428k 1.0k 411.24
2022-12-31 $267k 694 384.39
2022-09-30 $248k 693 357.86
2020-12-31 $81k 217 373.27

More positions owned by Safeguard Investment Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Apple Call Option (AAPL)
Ishares Tr U.s. Med Dvc Etf (IHI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Core Lt Usdb Etf (ILTB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Safeguard Investment Advisory Group

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
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Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index