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iShares S&P 1500 Index Fund shares owned by Safeguard Financial

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Safeguard Financial from 13F filings

Historical chart of Safeguard Financial investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund 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 1500 Index Fund by Safeguard Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $518k 4.2k 122.00
2024-12-31 $546k 4.2k 128.63
2023-06-30 $55k 564 97.52

More positions owned by Safeguard Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
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)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds Dec2026 (IBDR)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Safeguard Financial

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund