Safeguard Investment Advisory Group »

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

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 1.3k 206.50
2025-06-30 $287k 1.5k 195.38
2025-03-31 $339k 1.8k 190.54
2024-12-31 $298k 1.6k 190.84
2024-09-30 $308k 1.6k 197.09
2020-12-31 $28k 226 123.89

More positions owned by Safeguard Investment Advisory Group

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

View all positions for Safeguard Investment Advisory Group

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index