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iShares S&P SmallCap 600 Index shares owned by Safeguard Financial

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Safeguard Financial from 13F filings

Historical chart of Safeguard Financial investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Safeguard Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Safeguard Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $476k 4.1k 115.22
2024-09-30 $426k 3.6k 116.95
2024-06-30 $400k 3.8k 106.65
2023-12-31 $212k 2.0k 108.26
2023-06-30 $190k 1.9k 99.16
2023-03-31 $243k 2.5k 96.74
2022-12-31 $269k 2.8k 94.72

More positions owned by Safeguard Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Ibonds Dec2026 (IBDR)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Safeguard Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index