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
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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 |
|---|---|---|---|
| 2025-09-30 | $927k | 1.4k | 669.02 |
| 2025-06-30 | $962k | 1.6k | 620.47 |
| 2025-03-31 | $878k | 1.6k | 562.46 |
| 2024-12-31 | $656k | 1.1k | 588.91 |
| 2024-09-30 | $656k | 1.1k | 577.21 |
| 2024-06-30 | $613k | 1.1k | 546.86 |
| 2024-03-31 | $351k | 668 | 525.05 |
| 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
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