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Safeguard Investment Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,287
Closed -$275K – 150
2025
Q4 		$275K Buy
+2,287
New +$274K 0.07% 109
2021
Q1 		– Sell
-100
Closed -$9K – 368
2020
Q4 		$9K Buy
+100
New +$8.22K 0.01% 432

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Safeguard Investment Advisory Group's IJR Position: Q1 2026 in Review

Safeguard Investment Advisory Group sold out of iShares Core S&P Small-Cap ETF (IJR) in Q1 2026, closing a stake of 2,287 shares — an estimated $275K sold.

Safeguard Investment Advisory Group first reported a position in IJR in Q4 2020 and held it in 2 quarters. The position peaked at $275K in Q4 2025. 2,736 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Safeguard Investment Advisory Group reported no remaining iShares Core S&P Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,287 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $275K.
  • Safeguard Investment Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $275K in Q4 2025.
  • 2,736 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.