Safeguard Investment Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Safeguard Investment Advisory Group’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$287K	Sell
2025 Q1	$339K	Buy
2024 Q4	$298K	Buy
2024 Q3	$308K	Buy
2021 Q1	–	Sell
2020 Q4	$28K	Buy