Safeguard Financial’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $922K | Buy |
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|
2024
Q4 | $848K | Sell |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $552K | Sell |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $488K | Buy |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $887K | Buy |
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