Safeguard Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Safeguard Financial’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$922K	Buy	1,640 +200	+14%	+$118K	0.2%	39
2024 Q4	$848K	Sell	1,440 -720	-33%	-$426K	0.18%	46
2024 Q3	$1.25M	Buy	2,160 +1,152	+114%	+$641K	0.29%	34
2024 Q2	$552K	Sell	1,008 -1	-0.1%	-$526	0.15%	58
2024 Q1	$530K	Buy	1,009 +339	+51%	+$170K	0.17%	49
2023 Q4	$320K	Sell	670 -467	-41%	-$209K	0.12%	59
2023 Q3	$488K	Buy	1,137 +400	+54%	+$179K	0.24%	42
2023 Q2	$328K	Buy	737 +22	+3%	+$9.27K	0.16%	53
2023 Q1	$294K	Sell	715 -213	-23%	-$85.4K	0.18%	54
2022 Q4	$357K	Buy	+928	New	+$358K	0.26%	46
2022 Q3	–	Sell	-599	Closed	-$227K	–	50
2022 Q2	$227K	Sell	599 -1,355	-69%	-$557K	0.27%	42
2022 Q1	$887K	Buy	+1,954	New	+$874K	1.33%	19

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Safeguard Financial's IVV Position: Q1 2025 in Review

Safeguard Financial increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q1 2025, buying an estimated $118K and bringing the position to 1,640 shares worth $922K. The position accounts for 0.2% of the portfolio, ranked #39.

Safeguard Financial first reported a position in IVV in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.25M in Q3 2024. 3,563 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

Safeguard Financial held 1,640 shares of iShares Core S&P 500 ETF worth $922K as of Q1 2025.
Safeguard Financial bought 200 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $118K.
iShares Core S&P 500 ETF made up 0.2% of Safeguard Financial's portfolio in Q1 2025, its #39 holding.
Safeguard Financial first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 12 quarters since.
Safeguard Financial's iShares Core S&P 500 ETF position peaked at $1.25M in Q3 2024.
3,563 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.