iShares S&P 500 Index shares owned by Safeguard Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Safeguard Financial
from 13F filings
Historical chart of Safeguard Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Safeguard Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $922k | 1.6k | 561.91 |
| 2024-12-31 | $848k | 1.4k | 588.70 |
| 2024-09-30 | $1.2M | 2.2k | 576.83 |
| 2024-06-30 | $552k | 1.0k | 547.25 |
| 2024-03-31 | $531k | 1.0k | 525.75 |
| 2023-12-31 | $320k | 670 | 477.66 |
| 2023-09-30 | $488k | 1.1k | 429.44 |
| 2023-06-30 | $328k | 737 | 445.05 |
| 2023-03-31 | $294k | 715 | 411.19 |
| 2022-12-31 | $357k | 928 | 384.70 |
| 2022-06-30 | $227k | 599 | 378.96 |
| 2022-03-31 | $887k | 2.0k | 453.94 |